Estate Planning Category Archives | Page 28 of 33

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

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...

how to update a will, best way to update my will

11 Feb What is the Best Way to Update your Will?

Posted at 13:19h in Estate Planning by Phelps LaClair

A living will is something that communicates your end-of-life medical decisions and allows your family members to rest assured that they’re making the right choices, if you’re unable to make them yourself. Having a living will is an essential step in estate planning. However, even...

31 Jan Reasons Why Rental Properties Are a Bad Investment

Posted at 22:19h in Asset Protection, Estate Planning by Phelps LaClair

At Phelps LaClair, we design estate plans that protect your assets and investments, provide tax advantages and deal with end-of-life decisions. As a second-generation estate planning law firm, we can tell you that no investment is without risk. Rental properties are no exception. In our...

28 Jan Are Rental Properties A Good Investment?

Posted at 21:22h in Asset Protection, Estate Planning by Phelps LaClair

Our clients at Phelps LaClair come to us because they are aware of our excellent reputation for designing bulletproof custom estate plans. They choose us when they want to know how to preserve and increase their wealth for the next generations. With the growing populations in...

22 Jan What Are the Tax-Saving Possibilities in Your Estate Plan?

Posted at 09:22h in Estate Planning, Taxes by Phelps LaClair

There are changes that are coming with a new Presidential administration in 2021. Changes in the Federal Tax Code are expected to be announced soon. At Phelps LaClair, serving Mesa, Chandler, Scottsdale, and the Phoenix Valley, we know one of the questions will concern the...

05 Dec How to Dissolve a Living Trust

Posted at 11:15h in Asset Protection, Estate Planning, Living Trusts, Uncategorized by Phelps LaClair

At Phelps LaClair, we are estate planners with more than 40 years of experience in creating exceptional estate plans. We have served thousands of satisfied clients in the Phoenix Valley to enable them to protect their assets and successfully pass on their wealth when they...

21 Dec Your Estate Planning Team in Arizona

Posted at 09:37h in Estate Planning by Phelps LaClair

The first step toward establishing a legacy for the next generation is to find a professional estate planning team that understands your needs and goals. And the biggest obstacle to taking this step is procrastination. For the past forty years, Phelps LaClair has been designing...

12 Dec Estate Planning for Single Parents

Posted at 10:31h in Estate Planning by Phelps LaClair

The idea that only elderly or wealthy people need an estate plan is absolutely false. Everyone needs an estate plan no matter how large or modest your assets are. At Phelps LaClair, we have been serving clients in the Phoenix Valley for over 40 years....

09 Dec What to Do With Your Leftover Thanksgiving Turkey

Posted at 10:25h in Estate Planning by Phelps LaClair

It’s that time of year: the season of celebration. You're probably already thinking about what to do with leftover turkey! At Phelps LaClair, we love to gather together with friends and family for special occasions. And here we are in the last few weeks of...

30 Nov Estate Planning: How to Set Up A Trust For Pets

Posted at 12:48h in Estate Planning, Wills by Phelps LaClair

At Phelps LaClair, we know the value and esteem that some folks have for their companion animals and pets. Many people ask us if pets can be included in a will. The answer is a resounding yes! In fact, for many pets of the rich...

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