Continuing The In-N-Out Burger Story
Apr 26, 2023
Proving The Incredible Power Of Generational Financial Planning
PHOENIX - April 26, 2023 - PRLog -- 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
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.
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.
Photos: (Click photo to enlarge)
Read Full Story - Continuing The In-N-Out Burger Story | More news from this source
Press release distribution by PRLog
More News
Heating Costs Will Rise 7% on Average This Winter
People who use heating oil will see increases of around 70 percent because the war in Iran has greatly reduced supply of that fuel.
Trump Officials Clashed Over Megaspeed, Firm at Heart of Nvidia Affair
Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick last week about why the administration had not put restrictions on advanced chip sales to Megaspeed.
Workers across Spain stage first general strike in 14 years
People across Spain are striking, primarily over housing costs.
Hospitals Brace for Medicaid Work Rules and Deep Funding Cuts
Health systems are racing to guide millions of patients through new eligibility hoops, slated to go into effect Jan. 1.
Protesters gather in Spain for first general strike in 14 years
Thousands are protesting across Spain over housing and the high cost of living.
Nvidia Scandal Puts Lori Huang, Jensen Huang’s Wife, In the Spotlight
Lori Huang, who has been married to the Nvidia chief executive for more than 40 years, stands out among tech titan spouses for how private she has been.
The United States Is Skipping COP31 in Turkey
President Trump refused to send an American delegation to the United Nations climate summit in Turkey.
How GLP-1 Drugs and a Revamp Revived Ro’s Business
The telehealth company said that its annualized revenue had grown nearly tenfold since it revamped its business and embraced weight-loss treatments.
$150 for a Thanksgiving Pie? A Humble Dessert Staple Gets Pricey.
This season, bakers are charging three figures for luxury versions that combine elaborate prep and premium ingredients. Not everyone is biting.
Anthropic’s I.P.O. and the Clubby Business of A.I.
Some of the biggest investors in the artificial intelligence giant’s upcoming listing are also some of its most important business partners.
The Fed Has to Raise Rates. How Fast to Go Has Officials Divided.
The Federal Reserve’s gradual approach to raising rates is being tested by intensifying price pressures.
What are cold weather payments and who can get them?
Some people in England, Wales and Northern Ireland can get help with heating costs during cold spells.
YOUR NEWS, OUR NETWORK.
Do you have Great News you want to tell the world?
Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.