Asset protection Tag Archives

23 Mar Why You Need an Estate Planning Tax Advisor

Posted at 07:43h in Estate Planning by Phelps LaClair Law

It’s important for you to have an estate plan that works for you and your family—not a boilerplate plan written by someone unfamiliar with your situation. An estate tax planning advisor is a key element to creating the most effective plan for you. What is estate...

26 Feb 7 Estate Tax Planning Strategies

Posted at 04:50h in Uncategorized 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...

14 May How to Protect Your Estate from Unnecessary Vulnerability

Posted at 13:51h in Estate Planning, Living Trusts, Uncategorized by Phelps LaClair Law

You want to take steps to set up a Living Trust for your family so that if something were to happen to you and your spouse, the trust would enable your hard-earned finances to be available to provide for your children. Should you give the...

30 Apr Mother’s day and Legacy in Mesa, AZ

Posted at 16:19h in Asset Protection, Estate Planning, Living Trusts, Living Will, Uncategorized by Phelps LaClair Law

Mother’s day is coming up, and that means Moms all over the world will be honored for their nurture, training, and love. If you’re a mother, we want you to know we value your role as an influencer more than any other person’s role in...

19 Mar Pet Trusts and Estate Planning-Gilbert, AZ, Part Two

Posted at 12:30h in Asset Protection, End of Life, Living Trusts, Living Will, Uncategorized by Phelps LaClair Law

A Pet Trust legally specifies your desires for the ongoing care of your much-loved family pet after you’ve passed away or become incapacitated. In the first blog post of this two-part series about Pet Trusts and Estate Planning, we introduced the concept and explained why...

07 Feb Free Estate Planning Seminars

Posted at 15:04h in Estate Planning, Free Seminars, Living Trusts, Living Will by Phelps LaClair Law

In our technological age, the internet is the first place people go to for information on any given topic. But when you’re searching for answers about a subject as significant as Estate Planning, there are many factors to consider, and web searches won’t be adequate...

19 Jan What is The Process of Trust Administration

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

Losing a family member is hard enough without the added stress of complications that can occur as a result of poor estate planning on the part of the deceased. But if a Revocable Living Trust is set in place, grieving family members will be spared...

23 Jan Rock Climbing For Fun and For Strength

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

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...

15 Jan Changing Your Revocable Living Trust

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

Estate planning should be tailored to your needs and your desires. If you're looking for an estate planning option that allows flexibility due to changing circumstances or personal preferences, you might want to consider a Revocable Living Trust. If you already have a Revocable Living...

09 Jan Dangers of Do It Yourself (DIY) Plans

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

DIY, or do-it-yourself, has become a common phrase in modern language. And while a DIY attitude may work well to foster creativity for daily life, when it comes to estate planning, DIY can cause devastating complications—which is the last thing you want your family to...

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