Estate Planning Blog

It is never too early to start planning for your future retirement. To make sure you have enough funds to enjoy the later part of your life, the estate planning experts at Phelps LaClair suggest that our clients consider investment retirement accounts (IRAs).  There are two...

Creating an estate plan isn’t just for those with children and grandchildren—estate planning for people with no children or heirs is just as essential. An estate plan gives you control over who will receive your assets. If you are childless, you may still wish to...

An estate plan protects your finances and assets so they can be managed the way you want them to be after your death. While most people who come to Phelps LaClair know that an estate plan should include assets like their house, vehicles, and investments,...

Spring is an amazing season here in Arizona. The days start to get warmer, but it’s not so warm yet that you can’t enjoy being outside. The skies are blue and the world takes on an explosion of color thanks to the wildflowers and blooming...

If you’re just starting your estate planning journey, chances are good you have lots of questions, and you need some answers. It’s perfectly normal to have lots of questions to ask an estate planner, and the experts at Phelps LaClair are here to help. To...

Are there important causes in your life that you would like to support even after you have passed away? By creating a charitable trust, you can control which assets will go to the charity of your choice. At Phelps LaClair, we help our clients develop...

When someone has a disability, setting up a special needs trust (SNT) will help ensure that they are cared for financially. Assets placed in an SNT offer financial support without affecting the beneficiary's eligibility for important government assistance program benefits. At Phelps LaClair, we want...

Getting specific is always important in estate planning, but it is especially crucial when it comes to blended families. Because a stepchild cannot automatically inherit from a stepparent, you must create or update your estate plan as soon as stepchildren enter your life. Neglecting to...

Did you know there are 565 different types of birds making their home in Arizona? While you can view many types of birds right in your backyard, there are lots of great spots for birding in Phoenix, Scottsdale, Mesa, and other cities in Maricopa County....

People use safes and vaults all the time to store valuable physical items like jewelry, antiques, money, and important documents. A digital vault acts much the same way—the only difference is that it protects non-tangible, digital assets.  With today's lifestyles becoming more and more virtual, a...

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