What IS Estate Planning?
Find out some of the basics of estate planning and why it should be a priority for you and your loved ones.
Estate planning involves arranging your assets to ensure they are distributed according to your wishes after your death or incapacity. Without a plan, your family may face unexpected challenges. It’s essential to have an estate plan to take care of your loved ones.
How an Estate Plan Provides Protection
A beneficiary is someone who receives assets from you, such as an individual, a non-profit organization, or another entity. Estate planning is a process that enables you to specify how you want your assets to be divided and who you want to inherit them after you pass away. If you do not have a proper estate plan in place, your assets may be distributed according to state law, which may not reflect your wishes.
An estate plan can safeguard your beneficiaries’ inheritance from creditors, lawsuits, or divorces, ensuring that your assets are utilized for their intended purposes.
Probate is the legal process of distributing a deceased person’s assets. It can be time-consuming, expensive, and public. Estate planning can help avoid probate and allow for more efficient asset distribution.
Estate planning can help minimize estate and beneficiary taxes. Proper planning enables tax-efficient asset transfers.
A complete estate plan will identify the individuals who will have legal authority to make your medical and financial decisions on your behalf if you become incapacitated. This avoids what we call a “living probate”; that is, probate proceedings such as a conservatorship or guardianship that occur during your lifetime.
Clients Say…
Timothy W.
Actual Trajan Client
“We would not hesitate in recommending Trajan to any prospective investors.”
My wife and I have been Trajan clients since 2017 and we are very happy with the quality of service and results that the company has produced for us. We would not hesitate in recommending Trajan to any prospective investors.
Justin V.
Actual Trajan Client
“Excellent, personalized service, friendly staff/advisors, and great returns!”
Excellent, personalized service, friendly staff/advisors, and great returns! The in-house partnership for estate planning is also seamless and extremely helpful.
Dwight K.
Actual Trajan Client
“Quality and prompt service - beyond expectations!”
Quality and prompt service – beyond expectations! Every time I call them, they jump on any issues immediately. Problem resolved!
Robin F.
Actual Trajan Client
“Trajan wealth has been fantastic for giving me the confidence to retire and have a plan for the future.”
Trajan wealth has been fantastic for giving me the confidence to retire and have a plan for the future. THANK YOU!!
Rowena H.
Actual Trajan Client
“A very professional group of people whose first priority is their clients.”
A very professional group of people whose first priority is their clients.
Shelley T.
Actual Trajan Client
“They were very thorough, knowledgeable, and answered all my questions.”
They were very thorough, knowledgeable, and answered all my questions. The staff was polite and friendly, and I quickly felt at ease working with them.
Actual clients, no compensation, no conflicts. Trajan Wealth Google Reviews.
Together We Build, Protect & Preserve Your Wealth
We’ve always been forward-thinking. Trajan Estate was the first law firm in the United States to be approved as an Alternative Business Structure. The Arizona Supreme Court approved Trajan Estate as the first traditional law firm with attorney and non-attorney owners. This distinction represents our commitment to providing clients with comprehensive financial and estate planning services.
Dedicated
We are here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.
Experienced
With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and AZCentral.com.
Insightful
Receive simple but powerful advice on the often-complex question of how best to protect your family going forward, including complicated estate taxes.
From Our Blog
Read inspiration on why we plan ahead and what to consider.
