Estate Planning Category Archives | Page 16 of 31

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...

estate planning checklist, estate planning golden rules

15 Apr Three Golden Rules of Estate Planning

Posted at 15:00h in Estate Planning by Phelps LaClair Law

When making your estate planning checklist, there are three “golden rules” you should follow. These estate planning rules will help you ensure you’re getting the most out of your hard work, and preserving your estate for years to come. Rule #1: Be Clear and Intentional The most...

estate tax exemption 2020, estate tax exemption 2021, estate tax limit 2021

30 Mar What is The New Estate Tax Exemption for 2021?

Posted at 09:23h in Estate Planning by Phelps LaClair Law

Due to the Tax Cuts and Jobs Act signed into law in 2017, the estate tax exemption limit has been gradually increased over the past four years. The estate tax exemption in 2020 was $11.58M. This year the estate tax exemption in 2021 is increasing...

23 Mar Why You Need an Estate Planning Tax Advisor

Posted at 07:43h in Estate Planning by Phelps LaClair Law

It’s important for you to have an estate plan that works for you and your family—not a boilerplate plan written by someone unfamiliar with your situation. An estate tax planning advisor is a key element to creating the most effective plan for you. What is estate...

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