beneficiary deeds Tag Archives

Everyone has different priorities when it comes to their estate plan. Here are five examples based on real interactions with our clients.

12 Mar Estate Planning Advice: Five Real Life Examples

Posted at 10:01h in Estate Planning by Phelps LaClair

Everyone has different priorities when it comes to their estate plan. For some, it’s all about protecting their families. Others want to leave a legacy by funding a trust or supporting a charity. We asked our clients what they felt was the most important part...

There are other options besides a living trust if you want to avoid probate in Arizona. However, they only apply to certain assets and in specific situations. We dive into the details below.

12 Jan Do I Need a Trust to Avoid Probate?

Posted at 09:09h in Estate Planning, Living Trusts, Probate, Taxes, Wills by Phelps LaClair

Probate is a long and costly process that places an unnecessary burden on your loved ones. If you want to avoid probate in Arizona, you’ll need more than just a will in your estate plan. Wills are always subject to probate, and that is why...

21 Jul How to Prepare a Beneficiary Deed in Arizona

Posted at 16:52h in Estate Planning, Living Trusts by Phelps LaClair

If you’re planning to leave your home or any other real estate property to someone else when you pass, a beneficiary deed can smooth out the process. At Phelps LaClair, we help Arizona residents bequeath property and avoid probate with a variety of reliable estate...

Probate is the legal process of verifying a will, settling an estate, and transferring ownership of its assets to the beneficiaries.

15 Mar 3 Ways to Avoid Probate in Arizona

Posted at 20:50h in Living Trusts, Probate by Phelps LaClair

Many people believe that listing their assets and naming beneficiaries in a will is enough for their estate to avoid probate. However, wills are always required to go through probate, because the court needs to validate them. Probate is the legal process of distributing the assets...

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