Living Trusts Category Archives | Page 10 of 13

09 Aug Who Should Be Your Beneficiary

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

The easiest and clearest way to leave someone money, possessions, or valuables when you pass away is through choosing a beneficiary. The decision of who to make your beneficiary should be carefully considered and can change with significant life events or legal requirements. Making the...

19 Oct The Three Estate Planning Tools Everyone Needs

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

Estate planning is an essential life task that will enable you to have the peace of mind of being certain that if you unexpectedly die or become incapacitated, your loved ones will be taken care of. Without proper planning, your loved ones will not only...

16 Dec Why is An Estate Plan So Important?

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

Estate planning is a strategic step to setting your finances and assets in order prior to incapacitation or death. Life has many unexpected turns along the way, and when we plan for them in advance, it saves time, money, and unnecessary headaches. The estate planning...

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,...

22 Apr Divorce and Trusts

Posted at 20:41h in Estate Planning, Living Trusts by Phelps LaClair Law

Nobody gets married planning to divorce down the road. But sadly, nearly half of all marriages do end in divorce. As estate planning lawyers with 40 years of experience, Phelps LaClair knows what happens to a trust in a divorce. Wills Wills and trusts are different, of...

18 Sep 5 Ways to Protect Your Estate

Posted at 09:12h in Asset Protection, Estate Planning, Living Trusts by Phelps LaClair Law

You have worked hard to build your estate. Every purchase, every investment, every financial decision has been made so you can leave an inheritance that is also a legacy. Phelps LaClair, serving Phoenix, Chandler, and Mesa, is a second generation estate planning law firm dedicated...

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...

Helping your successor trustee succeed - person with baton on the starting mark of a race

16 Nov Helping Your Successor Trustee Succeed

Posted at 11:26h in Estate Planning, Living Trusts by Phelps LaClair Law

At Phelps LaClair in the Phoenix Valley, Living Trusts (and in particular, Revocable Living Trusts) are a mainstay of our estate planning. But for a living trust to be entirely effective, several steps need to be taken. First comes the important task of fully funding...

what are the duties and responsibilities of a trustee

18 Jan What Are the Responsibilities of a Trustee?

Posted at 09:53h in Estate Planning, Living Trusts by Phelps LaClair Law

Wondering what you will have to do if someone names you as trustee or what you’re really asking of the person you want to name as trustee? Understanding what the duties and responsibilities of a trustee entail can help make accepting or assigning the role...

what is a retirement plan trust, old many watching a sail boat

09 Apr What is a Retirement Plan Trust?

Posted at 14:00h in Living Trusts by Phelps LaClair Law

One major part of your estate may be your retirement account. Placing your retirement funds in a trust account is not possible while you are still living. However, there is one trick you can use to ensure your individual retirement accounts are protected, and the...

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