Trending...
- CCHR Florida: Mental Health Awareness Month Open House
- Free and Low-Cost Dental Care Now Available in London Through the Canadian Dental Care Plan (CDCP)
- Sea Fox® 368X "Extreme Edition" by Black Label Marine Group Celebrates 5 Years of the Commander Legacy
Lessons on Investing and Financial Management from Elvis to Today
PHOENIX - illiNews -- re are financial lessons to be learned all around us, including famous tragedies and news stories like the recent passing of Lisa Marie Presley. That's why Trajan Wealth has put together an article on the financial lessons of the Presley Trust.
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.
More on illi News
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.
More on illi News
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.
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.
More on illi News
- HABEMUS PAPAM - We Have a Pope!
- A.J. Rhem & Associates Launches AI Center of Excellence to Drive Ethical and Scalable AI Innovation
- Mad Farmer Tour Brings National Spotlight to Chicago Block Leaders Reclaiming Soil and Community
- Fairmint Introduces First Fully Onchain and Open Cap Table Infrastructure
- Vortex Brands Begins Gold Purchases Under New Joint Venture with Dubai-Based Partner
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.
More on illi News
- Chicago: Mayor Brandon Johnson Statement on the Election of Pope Leo XIV
- City of Naperville Fleet Services Division Ranks No. 7 in the NAFA 100 Best Fleets Competition
- This Budget Didn't Break the System—It Exposed the Truth
- Statement From EWTN Chairman & CEO Michael P. Warsaw On The Election of Pope Leo XIV
- NBA Champion Lamar Odom Launches Anti-Addiction Meme Coin, Ushering in a Disruptive Innovation in Web3
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 illi News
- Naperville Fire Department Invites Community Members to Fire Prevention Presentation on May 22
- L2 Aviation Celebrates Grand Opening of New Facility at Cincinnati/Northern Kentucky International Airport (CVG)
- Managing Summer Staffing Surges with Confidence: Why Name Badges Are a Must for Seasonal Success
- DR Instruments Inc Expands Lab Apparel Line with New 100% Cotton Lab Coats for Adults and Youth
- Visa Named Title Sponsor of Ascending Athletes' Business Owners Summits for NFL Entrepreneurs
- The Paris Court of International Arbitration Elects Dr. John J. Maalouf as its New President
- Powerhouse Dynamics to Showcase Groundbreaking OilSmart by Open Kitchen® Solution at National Restaurant Association Show
- $56.7 Million Announced in Q1 2025 with Revenue Growth and Progress Toward NASDAQ Uplisting for AI Marketing Company: IQSTEL, Inc. Stock Symbol: IQSTD
- SAVVY MINING raised $500 million and launched BTC.XRP.DOGE cloud mining, increasing investors' returns by 30%
- New National Nonprofit Launches to Capture Firsthand Accounts of Adoption Stories
- The Tide Project Opens at Biennale Architettura 2025 in Venice Amplifying Youth Voices
- Wall Street analysts say BTC.XRP.DOGE cloud mining company SIX MINING is expected to achieve a 5-fold increase, allowing users to easily mine BTC
- Gen X Takes The Reins: New Book Guides Caregivers Juggling Parents, Kids, And Grandkids With Humor And Heart
- Naperville Welcomes Top Global Leaders Through Americas Competitiveness Exchange Visit
- Fray Fitness Launches Memorial Day Sale and Veteran Organization Giveaway
- ABM for Good™ Launches First Project with Build Change
- Local Nonprofit Files Lawsuit Against Trump Administration's Attack on AmeriCorps
- Pregis Honors Partners Driving Measurable Impact with Annual Pregis Purpose Awards
- 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