Asset Protection Category Archives

October is National Cyber Security Awareness month, so we explain how to protect your assets from thieves and scammers.

29 Oct Cyber Security Awareness Month: How to Protect Your Estate from Scammers

Posted at 09:26h in Asset Protection by Phelps LaClair Law

Are your assets safe from identity theft? Do you know how to recognize an estate planning scam? October is National Cyber Security Awareness month, so before the month ends, we'd like to remind you to make sure your accounts are protected. Far too many people have fallen...

car living trust arizona - car parked in front of home

13 Oct Living Trust Questions Answered: Should My Vehicle Be in My Living Trust?

Posted at 08:00h in Asset Protection, Living Trusts by Phelps LaClair Law

Should your vehicle be in your living trust? A living trust gives you more control over the distribution of your assets when you're gone. But sometimes, determining which assets to include in your living trust can be confusing. Fortunately, the Phelps LaClair team can help...

do joint accounts go through probate; confetti falling on married senior couple

11 Apr Do Joint Bank Accounts Go Through Probate?

Posted at 16:51h in Asset Protection, Probate by Phelps LaClair Law

Many couples opt for joint bank accounts as a convenient way to manage their finances. When set up correctly, a joint bank account can ensure seamless access for your loved one after you pass away. Because, in most cases, joint bank accounts are not subject...

Yes, a trust can own an LLC. In fact, it's often a smart move to put your LLC in a trust—here's why.

29 Aug Can a Trust Own an LLC?

Posted at 10:23h in Asset Protection, LLCs by Phelps LaClair Law

Yes, a trust can own an LLC. In fact, placing your LLC in a trust is often a smart move. When you put your LLC in a trust, you can combine the protections that both entities offer. For example, an LLC will keep your personal assets...

Unless you include your cryptocurrency in your estate plan, it could disappear forever. We explain how to protect this important digital asset.

01 May Cryptocurrency and Your Estate Plan

Posted at 09:00h in Asset Protection, Estate Planning, Probate by Phelps LaClair Law

Cryptocurrency saw a huge surge in popularity a few years ago. Celebrities were promoting it in commercials, and suddenly it seemed like everyone was investing. However, it's still a fairly new phenomenon, so people naturally have a lot of concerns when it comes to leaving...

Moving to another state or buying a new home? These are both times when you need to update your estate plan.

26 Apr Updating Your Estate Plan After You Move

Posted at 08:46h in Asset Protection, Estate Planning by Phelps LaClair Law

There's always a lot of paperwork involved in changing your primary residence. You have to notify the Post Office to forward your mail and change the billing address on all your accounts. It gets even more complicated if you're moving out of state, because you'll...

what is a pour-over will - man and woman looking at computer screen

07 Feb What Is a Pour-Over Will?

Posted at 16:30h in Asset Protection, Wills by Phelps LaClair Law

If you have set up a living trust or are considering one, you may need a pour-over will. This failsafe will protect any assets you neglected to add to your living trust. Whether you intentionally left some assets out, or simply forget about them, you...

You can decide what happens to your Facebook page after you die. But unless you take action to have it memorialized or deleted, it will stay active indefinitely.

09 Apr What Happens to Your Facebook Page After You Die?

Posted at 08:11h in Asset Protection, End of Life, Estate Planning by Phelps LaClair Law

In this digital age, almost everyone has at least one Facebook page. Whether you joined to share pictures of your grandchildren, to promote your business online, or you've had an account ever since the site exploded in 2009, you need to think about what will...

beneficiary - family of three in front of a house

09 Aug Who Should Be Your Beneficiary

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

The easiest and clearest way to leave someone money, possessions, or valuables when you pass away is through choosing a beneficiary. The decision of who to make your beneficiary should be carefully considered and can change with significant life events or legal requirements. Making the...

estate plan importance - swimming pool beside house

16 Dec Why is An Estate Plan So Important?

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

Estate planning is a strategic step to setting your finances and assets in order prior to incapacitation or death. Life has many unexpected turns along the way, and when we plan for them in advance, it saves time, money, and unnecessary headaches. The estate planning...

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