Estate Planning Category Archives | Page 15 of 31

Trust admin blog - back of person looking out across a field

19 Jan What is The Process of Trust Administration

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

Losing a family member is hard enough without the added stress of complications that can occur as a result of poor estate planning on the part of the deceased. But if a Revocable Living Trust is set in place, grieving family members will be spared...

can you be executor and beneficiary in arizona

16 Sep Being Named Both Executor and Beneficiary in Arizona

Posted at 10:20h in Estate Planning by Phelps LaClair Law

When a parent passes, sometimes we are shouldered with the heavy job of managing their after-death affairs. Unless this process is planned in advance and in detail with professional help, it quickly becomes a heartache. Some bereft children are left asking themselves questions like, “How did...

12 Sep What Is a CRT and When Would I Use It?

Posted at 12:31h in Estate Planning by Phelps LaClair Law

Are you curious about a charitable remainder trust (CRT) distribution or how it relates to estate planning? Learning more about estate planning vehicles like irrevocable trusts and charitable remainder trusts will help you select the right ones for your situation. We’ll cover those topics here and...

estate planning for young families, what documents should a young person have in their estate plan?

01 Sep Estate Planning for Young Families in Arizona

Posted at 09:02h in Estate Planning by Phelps LaClair Law

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.”...

07 Aug Questions to Ask When Planning Your Estate Early

Posted at 05:19h in Estate Planning by Phelps LaClair Law

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...

23 Jul Death Benefits for Unmarried Couples

Posted at 01:00h in Estate Planning by Phelps LaClair Law

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...

who needs estate planning? do I really need an estate planner?

06 Jun Do I Really Need Estate Planning?

Posted at 05:57h in Estate Planning by Phelps LaClair Law

Estate planning can sound inaccessible to some people, as if it’s an elite tool that’s not appropriate for everyone. If financial end-of-life planning isn’t a topic circulating through your peer group, it can seem far-off or irrelevant. However, neither of these assumptions are true. Many people...

Elder Law Phoenix Chandler Scottsdale AZ - group of people stretching hands outdoors

09 Apr Medicare and Elder Care in Chandler, Phoenix & Scottsdale AZ

Posted at 10:50h in Elder Care, Elder Law, End of Life, Estate Planning, Long-Term Care Planning, Medicaid Planning by Phelps LaClair Law

Elder Care. It’s a hot topic for many, especially when it comes to estate planning. None of us wants to think about the possibility of ending up in a long-term care facility like a nursing home. But it’s a reality we’ve got to think about...

10 May How to Avoid The Estate Tax

Posted at 09:00h in Estate Planning by Phelps LaClair Law

Taxes play a large factor in developing an effective estate plan. Thanks to the dreaded “estate tax,” if you fail to properly plan, Uncle Sam will take his final cut on your way out the door, and your largest tax bill ever will come when...

estate planning early, when should you start estate planning, when to start estate planning

20 Apr Why It’s Never Too Early to Start Estate Planning

Posted at 12:00h in Estate Planning by Phelps LaClair Law

When you hear the term estate planning, the first thing you probably think about is a person in their mid-60’s, or older. Well today we’re going to challenge your perception. What if we told you that you should have an estate plan much earlier than...

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Next webinar
starting soonFree Webinar