Estate Planning


tax-saving strategies

15 Apr Retirement 103

  It’s never too early to plan for retirement. It may seem obvious, but in retirement your income will usually be less when compared with your working years. That’s why it’s a good strategy to begin saving while you have income. Tax-saving strategies during retirement will...

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donor advised fund

04 Apr A Tax Saving Strategy

  Estate planning is focused on preserving the wealth you have built so that when you pass it on, future generations can benefit. At Phelps LaClair, a second generation estate planning law firm, we are continually looking for ways to save our clients money. One of...

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pet trusts

20 Mar Pet Trusts

Most people count family, charities and close friends as their beneficiaries when they come to us for estate planning. At Phelps LaClair, we also have clients who consider their pets to be family members. The emotional bond can be quite strong between humans and animals....

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estate planning basics

16 Mar Estate Planning Basics

Estate planning is what you do to ensure that your wishes will be followed if you are incapacitated or you pass away. It accounts for how you want your assets distributed and what decisions are made for medical care or end of life. Phelps LaClair,...

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retirement planning

23 Feb Retirement Planning 101

As a second generation estate planning law firm, we at Phelps LaClair understand the anticipation of retirement. Retirement planning, like estate planning, requires an honest assessment of your dreams, desires and goals for your golden years. Estate planning deals with your assets: financial accounts, real...

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