The Hallmark of Estate Planning

Drawing parallels between Hallmark movies and financial planning.
Estate Planning
Estate Planning
PHOENIX - Dec. 29, 2023 - PRLog -- To celebrate the season, Trajan Wealth's latest financial article, written by Kent Phelps, CEO and co-founder of Trajan Estate, draws parallels between estate planning and the lessons found in Hallmark Christmas movies. Here are just a few comparisons he drew:

Preserving Family Legacy - Hallmark movies often emphasize the importance of family legacies. Estate planning ensures the preservation of your own family legacy by making provisions for the smooth transfer of assets and sentimental possessions to future generations.

Protecting Loved Ones' Futures - Just as heartwarming Christmas movies revolve around the well-being of loved ones, estate planning helps secure your family members' futures. As characters navigate life's challenges, estate planning enables you to navigate and mitigate potential roadblocks by setting up health care directives, making guardianship arrangements for minors, designating beneficiaries, and more.

Preventing Drama - These movies often present an idealized environment. Addressing potential conflicts in estate planning can prevent real-life drama within families. With candid discussions about inheritance and wishes, it's possible to avoid misunderstandings, disputes, and fractured relationships.

Read the full blog to learn how estate planning now can make for an easier, less stressful future. You can also look through other Trajan Wealth articles for more financial insights and tactical tips from their team of experts.

About Trajan Wealth

Trajan Wealth, LLC, was founded in 2012 by CEO Jeff Junior. Before his 20+ years in the financial services profession, Jeff Junior was a United States Marine Corps member. 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. In addition, 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 its investment advisors and estate attorneys who work within one office—the company provides long-term support for its client's retirement needs and 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 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.

Source: » Follow
Email:*** Email Verified
Tags:Estate Planning, Financial Planning, Investing
Industry:Accounting, Banking, Financial
Location:Phoenix - Arizona - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse

Like PRLog?
Click to Share