Trending...
- Green Energy Solar Expands with New Offices in Port St. Lucie, West Palm Beach, and Orlando
- xREnergy up as much as +3,094,634% on first day listed on the XRP Ledger. Ticker : $XRE
- The Tide Project Opens at Biennale Architettura 2025 in Venice Amplifying Youth Voices
Proving The Incredible Power Of Generational Financial Planning
PHOENIX - OhioPen -- Last month Trajan Wealth published Part 1 of the In-N-Out Story that explained how the planning from the original owners allowed the company to survive chaos in leadership. You can now read the concluding article Part 2 of the In-N-Out Story that continues to lay out the ways planning can help protect your assets and heirs.
Esther L. Snyder established a trust that kept the majority of stock to be passed down to her children and granddaughter. In the first installment, Trajan Wealth illustrated how this helped avoid taxes, and kept the wealth in the family and safe from possible divorces, lawsuits, bankruptcies, or other life crises
More on Ohio Pen
In this blog post, Trajan discusses how their trust planning allowed them to not only pass on that wealth, but helped it grow exponentially over generations. One important tip to remember when legacy planning, is that a trust does not require an expiration date. A qualified estate attorney can create wealth for your descendants in perpetuity.
Not only does this plan enable the wealth to grow into the future, but it also protects the contents of the trusts from estate taxes. Not only from the cost of the stock upon Esther's death, but into the future, protecting all that appreciating wealth from takes for all the heirs.
To read this blog as well as the first installment of this story, read the Trajan Wealth Blog and learn the estate planning lessons from In-N-Out. A proper plan for yourself and your future benefactors can help ensure your wealth will continue to grow and help your family prosper long into the future.
More on Ohio Pen
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.
Disclaimer:
* 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.
Esther L. Snyder established a trust that kept the majority of stock to be passed down to her children and granddaughter. In the first installment, Trajan Wealth illustrated how this helped avoid taxes, and kept the wealth in the family and safe from possible divorces, lawsuits, bankruptcies, or other life crises
More on Ohio Pen
- NBA Champion Lamar Odom Launches Anti-Addiction Meme Coin, Ushering in a Disruptive Innovation in Web3
- Aureli Construction Sets the Standard for Seamless Home Additions in Greater Boston
- Festo Features Multi-Axis Positioning Systems at Automate
- ScreenPoints Puts Film Investors in the Credits—and in the Money With New FinTech Platform
- Pathways to Adulthood Conference May 17 at Melville Marriott Honoring NYS Assembly Member Jodi Giglio, Suffolk County Legislator Nick Caracappa
In this blog post, Trajan discusses how their trust planning allowed them to not only pass on that wealth, but helped it grow exponentially over generations. One important tip to remember when legacy planning, is that a trust does not require an expiration date. A qualified estate attorney can create wealth for your descendants in perpetuity.
Not only does this plan enable the wealth to grow into the future, but it also protects the contents of the trusts from estate taxes. Not only from the cost of the stock upon Esther's death, but into the future, protecting all that appreciating wealth from takes for all the heirs.
To read this blog as well as the first installment of this story, read the Trajan Wealth Blog and learn the estate planning lessons from In-N-Out. A proper plan for yourself and your future benefactors can help ensure your wealth will continue to grow and help your family prosper long into the future.
More on Ohio Pen
- Adster Techologies awarded US Patent for breakthrough innovation in reducing latency in Ad Serving
- Robert Fabbio Inducted into the Austin Technology Council Hall of Fame
- KRATON ANNOUNCES DECISION TO EXIT DOVER SITE TO FOCUS ON CORE BUSINESS GROWTH
- Goodyear Completes Sale of Dunlop Brand
- Cybersecurity is Protecting Your Personal Information and Your Portfolio
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.
Disclaimer:
* 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: Trajan Wealth
0 Comments
Latest on Ohio Pen
- ImagineX, in Collaboration with Qualys, Launches New mROC Services to Transform Enterprise Cyber Risk Management
- Ditch Micromanagement: New Leadership Book for Results-Driven, Accountability-Based Teams
- Jay Tapp was named Managing Director in British Columbia
- Hubei Heavy Equipment Makes a Striking Appearance at CIMT and Competes with International Brands
- 20 Patents Issued Worldwide, Cementing Company Leadership. First Ever Cable-Free 12-Lead ECG: HeartBeam, Inc. (Stock Symbol: BEAT)
- NASDAQ Uplisting for Higher Market Exposure and Wide Corporate Benefits to AI Boosted Marketing Company On Track Towards $1 Billion Revenue by 2027
- Congressional Men's Health Caucus Shows Bipartisan Consensus and Focus on Prevention, Mental Health, and Closing the Lifespan Gap
- Trailhead Biosystems Secures $20 Million to Drive Innovation and Accelerate Growth
- DuoKey, Axiomtek and Blue Edge Network Partner to Enhance Smart Cities with Privacy-Preserving Urban Safeguarding and Fleet Management
- Cogent Communications Faces Federal Scrutiny Over Fraudulent Acquisition and 22-Year Corporate Cover-Up
- Austin Keen Joins WakeFX RopePal as Official Brand Ambassador
- Columbus: Clean and Safe Corridors Initiative Takes Place on Sullivant Avenue
- Bonelli Systems Expands Managed IT Services Nationwide, Leveraging Microsoft Azure Expertise
- $4.3 Million Patent Application Waiver Fee Granted by FDA on New Drug Application Fee for Treatment Addressing Suicidal Depression & PTSD: NRX Pharma
- Whistleblower Claims Dental Patient Deaths Likely Due to Book Ban
- xREnergy up as much as +3,094,634% on first day listed on the XRP Ledger. Ticker : $XRE
- Psychiatry's Legacy of Racism and Coercion Highlighted in Restraint Deaths
- New Book 'Cybersecurity Leadership' Guides SME Leaders to Make Smart, Strategic Security Decisions
- Adsposure Announces Winners of Annual Transit Awards
- "Stop scrolling and start watching" - Beloved film recommendation site Criticker gets a major makeover