Uncategorized Category Archives | Page 4 of 7

02 Dec Joint Tenancy vs Community Property with the Right of Survivorship in Arizona

Posted at 19:36h in Uncategorized by Phelps LaClair Law

Joint tenancy vs. community property—what’s the difference? Both are common ways for two people to hold a property title together equally in Arizona. These ownership structures both involve the right of survivorship, ensuring that a surviving co-owner inherits the property upon the other’s death. How you...

what is an IRA trust, IRA trust rules, do I need an IRA trust

26 Dec What Is an IRA Trust, and When Do I Need One?

Posted at 10:06h in Uncategorized by Phelps LaClair Law

In the estate planning world it can be easy to get confused. There are many available tools and advice on how to best use them. You may have heard your colleagues, friends, or family talk about how they’ve created an IRA inheritance trust to pass...

Estate plans - top view of an exercise / swimming

04 Sep Keeping Fit as We Age

Posted at 20:56h in Elder Care, Outdoor Fun, Uncategorized by Phelps LaClair Law

Let’s face it: as much as popular culture would like to deny it, our bodies age. When we’re young and raising families, we’ve got loads of energy and stamina, especially if we also have a robust exercise regime. But as we grow older, our physical...

real estate investments and estate planning in Phoenix, AZ - person with hands behind head on a couch

21 Nov Real Estate and Estate Planning in the Phoenix Valley, Part 2

Posted at 12:27h in Estate Planning, Living Will, Power of Attorney, Uncategorized by Phelps LaClair Law

In our most recent blog post we touched on several options for passing on your rental properties and real estate investments to your beneficiaries. In this post, we will look at additional factors to consider in your end-of-life planning as a real estate owner. At...

If you want to begin your retirement with peace of mind, you should make setting up your estate plan a priority.

29 May Estate Planning and Retirement: Why You Need an Estate Plan Before You Retire

Posted at 14:25h in Uncategorized by Phelps LaClair Law

Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...

estate planning for married couples marriage and estate planning what type of trust is best for married couples

07 May A Guide to Estate Planning for Married Couples

Posted at 06:52h in Uncategorized by Phelps LaClair Law

After tying the knot, there seems to be a happy bubble surrounding you and your new spouse. It’s easy to get lost in day-to-day life and feel like there’s still plenty of time to take care of the finer details. However, estate planning is a...

how does moving after retirement affect my taxes, changing states after retirement, retirement income tax and moving

05 Aug Changing States After Retirement: How Moving Can Affect Your Taxes

Posted at 05:29h in Uncategorized by Phelps LaClair Law

If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...

Setting up a lifetime asset protection trust is a great way to protect your children's inheritance. Here's how it works.

03 Jul What Is a Lifetime Asset Protection Trust?

Posted at 09:00h in Uncategorized by Phelps LaClair Law

Oftentimes, the key to creating generational wealth lies in protecting the assets you pass down to your children and grandchildren. If you don't want their inheritance to get squandered by an irresponsible spouse, or lost in an unexpected lawsuit, there are steps you can take....

Get ready to pack up your car and hit the road with family or friends this summer! Make your destination road trip one to remember by exploring someplace new. Here are five Arizona attractions that you don’t want to miss. Five Attractions in Arizona to Visit This Summer 1: Petrified Forest National Park With a unique blend of natural beauty, cultural history, and geological wonders, Petrified Forest National Park is a must-visit destination for nature lovers, outdoor enthusiasts, and anyone interested in Earth's ancient stories. You can go on a guided tour, hike the park with your dog, ride a horse along the trails, or even watch a cultural demonstration. One of the biggest draws of the park is getting to view an entire petrified forest! Large deposits of petrified wood (logs that have been fossilized over millions of years) can be seen throughout the park. The vibrant colors and intricate patterns of the petrified wood are stunning to behold. 2: Goldfield Ghost Town in Apache Junction Get a fascinating glimpse of Arizona's Wild West history at Goldfield Ghost Town. During the summer, you can immerse yourself and your family in the atmosphere of a bygone era by exploring the restored buildings, exhibits, and artifacts that depict life in a frontier town. Ride the zipline, travel on the narrow gauge railroad, cool off by going underground for a guided mine tour, and explore the mystery shack where physics seems to break down. The town features shops with souvenirs, handmade crafts, and Old West memorabilia. There are also restaurants and saloons where you can enjoy hearty meals and refreshing drinks in a rustic setting. 3: Sunrise Park Resort Sunrise Park Resort has long been a popular family destination for those who enjoy road-tripping with their kids. It’s a great choice for outdoor recreation because of all the activities—the park offers everything from archery and rock wall climbing to mountain biking and disc golf. You can stay at the lodge or camp in an RV or tent at this family-friendly resort inside Arizona’s beautiful White Mountains. The resort also has a new attraction opening for summer 2024: a roller coaster featuring carts where you can soar down the mountain at 25 mph and experience thrilling drops and heart-racing turns. And don’t worry, the kids can still join you! There are carts with a secondary seat for children to ride with an adult that allow riders to control their speed with a handbrake. And an advanced safety system helps maintain a safe distance between carts. 4: Antelope Canyon Located within the Navajo Nation near Page, Arizona, this slot canyon is a wonderful summer destination for photographers. Its most famous aspect is the way the sunlight filters down into its narrow crevices, creating mesmerizing beams of light and illuminating the canyon's colorful walls. Antelope Canyon holds cultural and spiritual significance and its natural beauty is mesmerizing. It is considered a sacred place, and tours are often led by Navajo guides who share their knowledge of the canyon's history, geology, and importance. 5: Bearizona Wildlife Park Want to see bears running around and playing in their natural habitat? How about bison or wolves? At Bearizona you can explore 160 acres full of wildlife from the security of a car while driving through the Ponderosa Pine Forest. There’s also a separate walk-through area where you can get up-close and personal with some of the animals. Shows and animal encounters occur on a scheduled basis. Your kids will enjoy the “Bearizona Barnyard” petting zoo and the Mine Shaft Experience, which houses some nocturnal animals as well as some creepy, crawly critters. Visit Us at Phelps LaClair! Remember to pack sunscreen and take care of yourself in the heat this summer! At Phelps LaClair we enjoy exploring our wonderful state and indulging in the benefits of being outdoors. We also take pride in protecting Arizona families by helping them create estate plans with fees that are predictable and fair. Contact us today to make an appointment at the location nearest you. Photo by Unknown from PickPic on 5.30.2024 | used under royalty-free license

09 Jun Five Amazing Summer Destinations in Arizona

Posted at 01:00h in Uncategorized by Phelps LaClair Law

Get ready to pack up your car and hit the road with family or friends this summer! Make your destination road trip one to remember by exploring someplace new. Here are five Arizona attractions that you don’t want to miss. Five Attractions in Arizona to Visit...

estate planning for beginners, simple estate planning worksheet, estate planning made easy

06 Jun How Do I Start My Estate Plan?

Posted at 10:45h in Uncategorized by Phelps LaClair Law

Starting an estate plan can feel like a daunting task, especially if you’re a beginner and the idea is foreign to you. However, making an estate plan is absolutely essential, and you should not put it on the back burner. More people than ever are...

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