Estate Planning Category Archives | Page 9 of 31

17 Aug Understanding Your Estate Plan

Posted at 07:19h in End of Life, Estate Planning, Living Trusts, Medicaid Planning, Nursing Home Care by Phelps LaClair Law

In our hectic world, so many things can change over a short period of time, especially matters concerning family dynamics, assets, and financial accounts. That is why at Phelps LaClair in Gilbert, Chandler, and Mesa, we encourage our clients to review their estate plans every...

15 Jul Successor Trustee

Posted at 13:39h in Estate Planning, Power of Attorney by Phelps LaClair Law

When you put your assets into a Living Trust, you know that you, as the grantor, maintain full and complete control. You are also the Trustee. As a result, you get to decide what happens with those assets. And because you are the lifetime beneficiary,...

30 Nov Spousal Lifetime Access Trust

Posted at 17:57h in Asset Protection, Estate Planning, Irrevocable Trusts by Phelps LaClair Law

Phelps LaClair is an estate planning law firm serving Chandler, Mesa, Phoenix and Scottsdale. We help our clients to protect the wealth they have labored to build, and to pass it on to succeeding generations. With another presidential election on the horizon for 2020, many...

planning estates - EMERGENCY sign outside a building

02 Jul Who’s Got the Power (of Attorney)? Part 2 – Phoenix, AZ

Posted at 16:48h in End of Life, Estate Planning, Long-Term Care Planning, Power of Attorney by Phelps LaClair Law

In a recent blog post, we discussed the importance of naming a financial durable power of attorney to act on your behalf in the decision-making process. That person is given legal authority to carry out any financial directives in your stead, should you become incapacitated...

12 Jan New Year’s Resolutions

Posted at 07:55h in Estate Planning by Phelps LaClair Law

At Phelps LaClair, we think it’s a perfect time to make some estate planning New Year’s resolutions. The holidays are over and the credit card bills haven’t yet arrived. The pressure is off for now, so it’s the perfect time to better plan for 2020...

16 Nov Estate Planning for Young Parents

Posted at 10:23h in Estate Planning by Phelps LaClair Law

At Phelps LaClair, we love children. They remind us that we need to be looking ahead in anticipation of their lives and their challenges. We all desire that our ceiling should be their floor. So in the spirit of building a legacy that you can...

21 Aug Is it Too Safe?

Posted at 08:13h in Asset Protection, Estate Planning by Phelps LaClair Law

Safety is a huge concern these days. Television, internet, and newspapers all focus on tragedy, corruption, and international tension. It’s human nature to want to be safe. Phelps LaClair in Gilbert, Chandler, and Mesa also has your safety at heart. It’s written into every estate...

27 Mar Medical Power of Attorney

Posted at 11:14h in Estate Planning, Living Will, Power of Attorney by Phelps LaClair Law

During times of national crisis when lives are hanging in the balance, it is important to talk about things relating to incapacitation, end-of-life issues, and death. We know it can be a fearful and painful discussion to have, but it is better to have it...

Living Will vs Living Trust - person in front of a blurred building

24 Apr Living Will vs Living Trust

Posted at 12:37h in Estate Planning, Living Trusts, Living Will by Phelps LaClair Law

In the world of estate planning, there are similar terms that define very different planning goals. For instance, at Phelps LaClair, we hear this question a lot: “What is the difference between a Living Will and a Living Trust?” As a 2nd generation law firm,...

Including Digital Assets In Estate Planning - lock on credit cards on laptop keyboard

28 Jan Including Digital Assets In Estate Planning

Posted at 10:09h in Estate Planning, Power of Attorney by Phelps LaClair Law

The proliferation of social media platforms and their widespread use by billions of people has created a new, essential aspect in planning your estate. We all have photos and videos we have created and uploaded to the internet. Some have used streaming services to gain...

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