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...
Estate planning is all about ensuring that your assets end up in the right hands. But when circumstances and relationships change, so can your estate plan. Sometimes this means having to disinherit someone from your will. Disinheritance is always a sensitive and difficult decision. Understanding how...
Estate planning can feel overwhelming, but it doesn’t have to be. Whether you’re just getting started or you’re revisiting your current plan, asking the right questions can help you make sure your wishes are protected. This checklist covers ten of the most important estate planning...
Estate planning can get complicated. Especially when it involves distributing wealth among the members of a large family. For families that have built up substantial assets over multiple generations, maintaining harmony between family members takes some careful handling. To shed some light on the steps you...
When people hear the word “estate,” they often imagine mansions, yachts, and massive investments. But the truth is, everyone has an estate. If you own anything at all—even just a house and savings account—you have an estate. So, what actually makes up an estate, and what...
If you choose, the same person you name as guardian for your minor children can serve a dual role as trustee. However, this decision takes some careful consideration. Having one individual serve both roles isn’t always the best idea. It can be complicated, impractical, and...
The Golden Years are those years when you’ve retired from the workforce, and you’re finally able to do what you desire: putter in the garage, plant a garden, take sightseeing trips, spend time with your grandkids, along with a host of other possibilities. During your...
At Phelps LaClair, we love seeing people live life to the fullest. Estate planning is our way of helping you develop a financially prosperous future, but we also want to see you live well in the present, enjoying the advantages of all-around well-being. In the...
In our technological age, the internet is the first place people go to for information on any given topic. But when you’re searching for answers about a subject as significant as Estate Planning, there are many factors to consider, and web searches won’t be adequate...
With the turn of the calendar to a new year, millions of people are resolving to make positive changes. They're eager to develop new disciplines, forego bad habits, learn new skills, or take up new hobbies. But by the time February rolls around, enthusiasm for...