Follow on Google News
3 Lessons Learned From The Presley Trust
Lessons on Investing and Financial Management from Elvis to Today
By: Trajan Wealth
The first lesson that can be learned from the story of the Presley Trust is that it is vital to leave your assets in a trust. We can see how the assets moved from Elvis to Lisa Marie upon his death that keeping those assets protected were the right move to make sure there weren't any unnecessary complications.
There are different types of trusts that offer different benefits to both parties, but the benefits of trusts include protecting the assets for the heir. The assets protected in a trust are safe from creditors, predators and even from the heirs themselves.
There are also several key considerations to take into account as you plan your future and the future of your heirs. Making sure to take all these into account is crucial in keeping a safe and secure financial plan for your trust.
To see the rest of the lessons, visit the blog post on Presley Trust financial lessons, and check out the Trajan Wealth Blog for more information on investing and wealth management. Learning to handle your wealth is just as important after you've past as it is during your lifetime, so make sure you're making informed decision.
About Trajan Wealth:
Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.
By using low-cost diversified portfolios under its fiduciary standard—and working closely with both its investment advisors and estate attorneys who work within one office—the company provides long-term support for its clients' retirement needs as well as their estate plans. This includes strategies for wealth accumulation and tax planning.
For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.
Account Email Address Account Phone Number Disclaimer Report Abuse
Page Updated Last on: Feb 24, 2023