Estate Planning Blog

  Julie, an estate planner, recently went out for dinner with her friend Jordan. While they were eating, Jordan mentioned a show she had seen about the luxurious expanse of Drake’s mansion. “His estate is huge!” she remarked, which turned the conversation toward the word “estate.”...

Estate planning aims to ensure that your assets are distributed exactly according you your wishes. However, achieving this goal can be complex. “Do you need a trust if you have beneficiaries?” is a common question we get. While naming beneficiaries for your accounts is a...

  At Phelps LaClair, we encourage our clients to plan for the future, including the unknowns in life. Staying active and exercising regularly helps keep your heart healthy. We often enjoy swimming as a way to improve our health! Swimming offers many benefits, from reducing your...

  If you find yourself wondering how to begin estate planning, or if early estate planning makes sense, you are on the right track! Covering the details about what will happen to you or your loved ones if an accident occurs is a necessary step in...

  Wondering when to start estate planning? It’s a question that pops up from time to time, but in young adult life it can seem unimportant. Many young people consider estate planning the type of task that can gets pushed off for another time...

  Divorce rates have recently been on the decline—that is, among young people. Couples over the age of 50 have been divorcing at much higher rates over the past twenty years. Between 1990 and 2010, this age group doubled their divorce rate. In 2010 alone, 1...

  Are you wondering what happens when your partner dies? How will the surviving loved one be cared for? Death benefits for unmarried couples only exist if you create them. You can decide where your assets go—whether you give them to friends, family, charities, or a...

  Having a solid financial plan that takes care of your family’s needs every year feels great! It feels comfortable. And that comfort can sometimes allow us to neglect our future financial plans, such as saving for retirement and creating a concrete estate plan. Are you...

  Wondering whether you should retire in Arizona? We’ll help you see how great it could be if you did! Retiring in the Phoenix area has fabulous benefits. Warm winters, sunshine year-round, and stunning natural views are just the tip of the iceberg. Arizona is a...

  Some assets work well in a trust, but others don’t. We’re going to help you outline what doesn’t belong in a trust and give you a quick breakdown on how revocable living trusts work. After getting your feet wet here, you can dive even further...

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