Asset Protection Category Archives | Page 4 of 11

11 Sep What to Do with Firearms & Other Restricted Items in Your Arizona Estate Plan

Posted at 11:50h in Asset Protection by Phelps LaClair

When it comes to estate planning, most people think about protecting their homes, bank accounts, or family heirlooms. However, if you own firearms or other restricted items, the planning process can be more complex. Arizona has relatively permissive gun laws compared to other states, but there...

What Does a "Notice of Probate of Will" Mean? - person on a couch holding head in hand

20 Feb What Does a “Notice of Probate of Will” Mean?

Posted at 16:03h in Asset Protection, Living Trusts, LLCs, Probate by Phelps LaClair

The death of a loved one is a challenging time. Unfamiliar legal terms, documents, and processes can make this time even more overwhelming. If you've received a notice of probate of will, or have to send them out as the executor, you may be wondering...

11 Apr Do Joint Bank Accounts Go Through Probate?

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

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...

how does moving after retirement affect my taxes, changing states after retirement, retirement income tax and moving

05 Aug Changing States After Retirement: How Moving Can Affect Your Taxes

Posted at 05:29h in Asset Protection, Retirement Planning, Taxes by Phelps LaClair

If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...

military couple holding child and laughing

15 May Estate Planning for Veterans and Active Military Members

Posted at 20:13h in Asset Protection, Estate Planning, Military by Phelps LaClair

Estate planning is crucial for everyone, no matter how wealthy they are. But it’s especially important for veterans and active military members. Being in the military earns you unique government benefits that need protection. A sound estate plan that includes a trust, a will, advance directives,...

Here are some tips on how to keep yourself and your loved ones safe during the scorching summer heat in Arizona

16 Aug Paddle Boarding Bliss

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

We have gotten on board with the new craze; paddle boarding! Phelps LaClair has found that, after a day of providing trusts, wills, and documents to protect you and your loved ones assets, a great way to release is through paddle boarding. We believe in...

21 Sep Procrastinating About Estate Planning

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

When it comes to the future, our loved ones, and protecting our assets, you would think estate planning would be our first priority. Unfortunately, procrastination takes over more often that it should. When we procrastinate about the future, we are limiting ourselves and our loved...

26 Jun What is an LLC?

Posted at 08:00h in Asset Protection, Estate Planning by Phelps LaClair

What do you do with your brilliant idea for a business that would be beneficial for people and profitable for you? How do you begin that? When it comes to building a company or business, there are several options and routes to go. At Phelps...

27 Sep Mountain Biking Benefits

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Uncategorized by Phelps LaClair

Are you looking for a way to be outside, enjoy the sun, embrace the beauty of the desert and yet gain a thrill through speed or navigating sharp corners and terrain? Mountain biking may be just the activity for you. It is a great way...

19 Mar Pet Trusts and Estate Planning-Gilbert, AZ, Part Two

Posted at 12:30h in Asset Protection, End of Life, Living Trusts, Living Will, Uncategorized by Phelps LaClair

A Pet Trust legally specifies your desires for the ongoing care of your much-loved family pet after you’ve passed away or become incapacitated. In the first blog post of this two-part series about Pet Trusts and Estate Planning, we introduced the concept and explained why...

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