Estate Planning Category Archives | Page 14 of 31

estate planning for military personnel -- US Army man in uniform standing in front of the American flag

28 Jan Estate Planning for Military Personnel

Posted at 14:33h in Estate Planning, Military, Power of Attorney, Veterans Asset Protection Trust, Wills by Phelps LaClair Law

Every day, thousands of brave men and women serve our country in the various branches of the military. With over 40 years of experience, it is an honor for Phelps LaClair to assist current and former military personnel with their estate planning needs. While the military...

25 Jan Who Should You Choose to Be Your Power of Attorney Agent?

Posted at 09:12h in Estate Planning, Power of Attorney by Phelps LaClair Law

Getting your affairs in order doesn’t just secure your family’s future after your death. By appointing someone with power of attorney (POA), you can also protect your own future in the event of a serious illness. At Phelps LaClair, we want to help you design...

what are the duties and responsibilities of a trustee

18 Jan What Are the Responsibilities of a Trustee?

Posted at 09:53h in Estate Planning, Living Trusts by Phelps LaClair Law

Wondering what you will have to do if someone names you as trustee or what you’re really asking of the person you want to name as trustee? Understanding what the duties and responsibilities of a trustee entail can help make accepting or assigning the role...

saving for retirement - human hand using calculator on a desk

13 Jan Are You Behind on Planning for Retirement? How to Get Back on Track

Posted at 11:17h in Estate Planning, Retirement Planning by Phelps LaClair Law

Another year is upon us, and every year the time seems to go by more quickly. If you’re at retirement age or nearing it, you may be starting to feel that your time for making preparations is running out. Maybe you haven’t been saving as...

30 Dec What to Know About Leaving an Inheritance for a Minor Child

Posted at 15:50h in Estate Planning, Wills by Phelps LaClair Law

With a well-designed estate plan, you can continue to provide for your children after you are gone. However, leaving an inheritance to a minor child is different than leaving an inheritance to an adult. At Phelps Law, we want to help you understand how to...

estate planning new year's resolutions - woman holding sparkler

21 Dec Your 2022 New Year’s Resolution: Estate Planning

Posted at 13:25h in Estate Planning, Living Will, Power of Attorney, Wills by Phelps LaClair Law

Happy New Year! Here at Phelps LaClair, we love this time of year. It’s a great time to reflect on the past year and the perfect time to set aspirations for the year ahead. Were you able to achieve the goals you set for yourself...

15 Dec How to Discuss Estate Planning with Your Parents

Posted at 15:13h in End of Life, Estate Planning by Phelps LaClair Law

Discussing estate planning and inheritance with your parents can be a difficult conversation. However, it is better to bring up the topic sooner rather than later, especially with elderly parents. At Phelps LaClair, we aim to give families peace of mind with sound estate plans....

ira withdrawal rules -- woman and man in business meeting

29 Nov What Happens If I Withdraw IRA Contributions Early?

Posted at 13:31h in Estate Planning, IRA Inheritance Trust by Phelps LaClair Law

There may come a time when you want to withdraw money from your individual retirement account (IRA). Perhaps you wish to use it to pay for college expenses for yourself or your children. Maybe you recently had a baby and could use some extra income....

22 Nov 8 Reasons to Update Your Will

Posted at 12:55h in Estate Planning, Living Will by Phelps LaClair Law

When was the last time you updated your will? There are plenty of reasons to update your will, the number one reason being that your estate plan should always reflect your current wishes. At Phelps LaClair, we understand the importance of keeping estate plans up-to-date....

17 Nov Estate Planning Essentials When You Have a New Baby

Posted at 15:02h in Estate Planning, Wills by Phelps LaClair Law

Whether you’re adopting or expecting a baby, welcoming a new member to your family is always an exciting time. It’s also a good opportunity to get your financial affairs in order. You should start preparing for your child’s future with professional estate planning as soon...

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