estate planning and retirement Tag Archives

pros and cons of streamlining your assets before retirement

13 Feb Should I Streamline My Assets Before Retirement?

Posted at 10:45h in Retirement Planning by Phelps LaClair Law

Streamlining your assets before retirement can have benefits as well as drawbacks. Perhaps you want to make your finances less hands-on so you can focus on your hobbies, travel, or loved ones. Maybe you want to simplify your streams of income or maybe you’re starting to...

is arizona a good place to retire, arizona retirement and taxes, pros of retiring in AZ

12 Aug Pros and Cons of Retiring in Arizona

Posted at 08:18h in Retirement Planning by Phelps LaClair Law

Are you wondering if Arizona is a good place to retire? Our answer would be a resounding “YES!” Not only is Arizona a tax-friendly state for seniors with a wide array of desirable cities, there are many other pros to settling down here for your...

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...

24 Aug Six Estate Planning Tips for a Happy Retirement

Posted at 21:47h in Estate Planning, Retirement Planning by Phelps LaClair Law

Retirement is an exciting milestone—you finally get to enjoy the hard-earned fruits of your labor. As you plan for your senior years, don’t neglect the responsibility of estate planning. A thorough estate plan will ensure that your assets are protected, your loved ones are provided...

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