23 Jan

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, NFA Gun Trusts, Power of Attorney, Special Needs Planning, Uncategorized by

You’ve worked hard all week. You’ve made countless business decisions, answered plenty of questions, attended quite a few meetings, and/or taken on scores of technical challenges. After all that mental strain your soul is longing to de-stress, and your body is asking for exercise. Sounds...

14 Apr

Posted at 06:15h in Asset Protection by

Who needs asset protection planning? Is it necessary for everyone, or is it only important in certain situations?  Asset protection planning is a key component of wealth management. The goal is to shield your wealth from being seized or used to satisfy a legal judgment. Not...

07 Feb

Posted at 16:30h in Asset Protection, Wills by

If you have set up a living trust or are considering one, you may need a pour-over will. This failsafe will protect any assets you neglected to add to your living trust. Whether you intentionally left some assets out, or simply forget about them, you...

15 Sep

Posted at 08:00h in Asset Protection, LLCs by

As a trial lawyer years back, I encountered dozens of horror stories from rental properties. While rental properties may have a place in your investment portfolio, they can be dangerous assets if not properly setup and managed. Phelps LaClair is located in Gilbert Arizona where...

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