Arizona estate planning Tag Archives

Looking for some wholesome family fun? Here are three family-friendly outdoor events coming up in Arizona this May.

11 Apr Three Fun Outdoor Events in Arizona This May

Posted at 09:33h in Family Fun by Phelps LaClair Law

At Phelps LaClair, we love to spend time with our families out in nature. Getting outdoors and indulging in the scenery always puts us in a better mood. From hiking the gorgeous rocky landscapes or canoeing the rivers and lakes, to playing the golf courses...

white chalk question mark drawn on a blackboard

29 Apr Estate Planning Checklist: 10 Important Questions to Ask

Posted at 21:34h in Estate Planning by Phelps LaClair Law

Estate planning can feel overwhelming, but it doesn’t have to be. Whether you’re just getting started or you’re revisiting your current plan, asking the right questions can help you make sure your wishes are protected. This checklist covers ten of the most important estate planning...

When someone dies, their mortgage debt becomes part of their estate. What happens next gets complicated…we hash out the details.

13 Mar What Happens to a Mortgage When Someone Dies?

Posted at 10:00h in Uncategorized by Phelps LaClair Law

When someone dies, their mortgage debt becomes part of their estate. What happens next gets complicated…it’s going to depend on several different factors, like whether there’s a co-signer on the mortgage, and whether or not the deceased had a will. For example, if you are...

estate planning in your 60s (sixties), estate planning for large portfolios, estate planning with a large portfolio example

28 Feb Estate Planning in Your Sixties: A Senior’s Guide

Posted at 09:38h in Estate Planning, Retirement Planning by Phelps LaClair Law

For seniors like you with large financial portfolios, you’ll need to take a few steps to protect your hard-earned wealth. Careful estate planning will not only ensure the smooth transfer of your assets after you pass, it will also help your heirs avoid unnecessary costs...

Just because you were named in a will doesn't mean you have to accept the bequest. We explain how to decline an inheritance in Arizona.

05 Feb What If You Don’t Want to Accept an Inheritance?

Posted at 12:21h in Inheritance, Living Trusts, Wills by Phelps LaClair Law

Not every inheritance is a welcome one. There are many reasons someone might want to refuse a bequest—a large amount could become a tax burden or disqualify them from government benefits. Or perhaps they feel that another person would appreciate it more, so they want...

October is National Cyber Security Awareness month, so we explain how to protect your assets from thieves and scammers.

29 Oct Cyber Security Awareness Month: How to Protect Your Estate from Scammers

Posted at 09:26h in Asset Protection by Phelps LaClair Law

Are your assets safe from identity theft? Do you know how to recognize an estate planning scam? October is National Cyber Security Awareness month, so before the month ends, we'd like to remind you to make sure your accounts are protected. Far too many people have fallen...

Arizona’s estate planning laws allow for several types of advance directives—here's how to use them to protect your decisions about medical care.

03 Oct Arizona’s Laws on Advance Directives

Posted at 07:14h in Advance Directive, Power of Attorney by Phelps LaClair Law

An advance directive is a legal document that describes your personal preferences for medical care. They are meant to protect your best interests if you're ever in a position where you're unable to speak for yourself. Living wills, medical powers of attorney, and DNR orders...

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...

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