estate planning for millennials Tag Archives

As a millennial, you’re in the prime of your life. But before you get any older, it’s a good idea to have a solid estate plan in place. Here are some estate planning facts for millennials in 2024.

07 Feb Estate Planning for Millennials: 2024 Edition

Posted at 09:30h in Estate Planning by Phelps LaClair Law

As a millennial, you’re in the prime of your life. Most millennials are now in their thirties and early forties, and they’re coming into inheritances, buying homes, starting families, and building wealth. But before you get any older, it’s a good idea to have a solid...

Estate planning isn’t just for baby boomers—it’s important for millennials, too. Every adult needs an estate plan, no matter how old they are. This step-by-step guide explains more.

15 Feb Four Essential Estate Planning Steps for Millennials

Posted at 13:24h in Estate Planning, Living Trusts, Power of Attorney, Wills by Phelps LaClair Law

When it comes to estate planning, millennials are well ahead of the game. Many have been assisting their parents with the estate planning process, and others have even started setting up their own estate plans. It’s never too late or too early to get started—life...

05 Aug Estate Planning in Your 20s

Posted at 09:32h in Estate Planning by Phelps LaClair Law

Wondering when to start estate planning? It’s a question that pops up from time to time, but in young adult life it can seem unimportant. Many young people consider estate planning the type of task that can gets pushed off for another time...

estate planning for young families, what documents should a young person have in their estate plan?

01 Sep Estate Planning for Young Families in Arizona

Posted at 09:02h in Estate Planning by Phelps LaClair Law

Julie, an estate planner, recently went out for dinner with her friend Jordan. While they were eating, Jordan mentioned a show she had seen about the luxurious expanse of Drake’s mansion. “His estate is huge!” she remarked, which turned the conversation toward the word “estate.”...

07 Aug Questions to Ask When Planning Your Estate Early

Posted at 05:19h in Estate Planning by Phelps LaClair Law

If you find yourself wondering how to begin estate planning, or if early estate planning makes sense, you are on the right track! Covering the details about what will happen to you or your loved ones if an accident occurs is a necessary step in...

25 Oct Estate Planning for Millennials, Part 2

Posted at 15:06h in Asset Protection, Estate Planning, Living Trusts by Phelps LaClair Law

At Phelps LaClair, with offices in Chandler, Mesa, Phoenix and Scottsdale, we know that every generation has specific concerns and values that need to be addressed with custom, well-designed estate plans. We recently posted an article on estate planning for millennials. In that blog post,...

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