estate planning in Gilbert Tag Archives

what to bring to estate planning meeting -- man in suit holding out his hand for shaking

13 Jul What to Bring to Your First Estate Planning Meeting

Posted at 07:37h in Estate Planning by Phelps LaClair Law

Congratulations on setting an appointment to meet with an estate planning attorney! That is an important first step in setting up your estate plan. If this is your first time speaking with an advisor, chances are good you have questions on what to bring to...

last will vs living will -- two people sitting in chairs watching the sun set

09 Aug Last Will vs. Living Will: What’s the Difference?

Posted at 13:42h in End of Life, Estate Planning, Living Will, Wills by Phelps LaClair Law

When you first begin your estate planning journey, chances are good you will hear a lot of different terms that may confuse you. Take “last wills” and “living wills,” for example. Are they the same thing? Or do you need both? Let’s take a closer...

how do I talk to my child about estate planning

23 Aug How to Talk to Your Children About Your Estate Plan

Posted at 08:59h in Estate Planning by Phelps LaClair Law

It can be very difficult to think about estate planning and making arrangements for your children after you pass on. Many people struggle to talk about these topics as well, and talking about estate planning with kids can be even harder. The experts at Phelps...

Naming a beneficiary for your bank account is the easiest way to give your loved ones access to your finances after you pass away.

04 Dec Why You Need to Designate a Beneficiary for Your Bank Accounts

Posted at 11:11h in Probate by Phelps LaClair Law

Did you know that you can designate a beneficiary for most bank accounts? Naming a beneficiary is the easiest way to allow your loved ones to access your accounts and avoid having to deal with the complications of probate court. Here’s why you need a...

Estate plans - top view of an exercise / swimming

04 Sep Keeping Fit as We Age

Posted at 20:56h in Elder Care, Outdoor Fun, Uncategorized by Phelps LaClair Law

Let’s face it: as much as popular culture would like to deny it, our bodies age. When we’re young and raising families, we’ve got loads of energy and stamina, especially if we also have a robust exercise regime. But as we grow older, our physical...

real estate investments and estate planning in Phoenix, AZ - person with hands behind head on a couch

21 Nov Real Estate and Estate Planning in the Phoenix Valley, Part 2

Posted at 12:27h in Estate Planning, Living Will, Power of Attorney, Uncategorized by Phelps LaClair Law

In our most recent blog post we touched on several options for passing on your rental properties and real estate investments to your beneficiaries. In this post, we will look at additional factors to consider in your end-of-life planning as a real estate owner. At...

guardianship duties for aging parents in Phoenix - person on wheelchair against sky with clouds

06 Feb Guardianship Duties for Aging Parents in Phoenix

Posted at 14:43h in Elder Law, Estate Planning, Living Trusts, Power of Attorney by Phelps LaClair Law

As a second generation firm in Estate Planning, Phelps LaClair has been helping folks like you understand the guardianship duties for aging parents in Phoenix and the surrounding area. A legal guardianship is similar to, but somewhat different from a power of attorney. What follows...

asset protection trust arizona - elderly person sitting on bench looking out across a lake near mountains

18 Oct Medicaid Asset Protection Trust in Phoenix, Arizona

Posted at 11:44h in Elder Care, End of Life, Free Seminars, Medicaid Planning by Phelps LaClair Law

Since more than half of Americans turning 65 today will eventually require some sort of long-term care, part of establishing a secure financial future involves knowing how to protect your assets and your estate from exorbitant nursing care costs. Phelps LaClair is an Arizona law...

Long-Term Care Support - two people smiling

15 Jun 3 Questions to Ask Yourself about Your Golden Years

Posted at 13:42h in Elder Care, End of Life, Estate Planning, Long-Term Care Planning, Uncategorized by Phelps LaClair Law

The Golden Years are those years when you’ve retired from the workforce, and you’re finally able to do what you desire: putter in the garage, plant a garden, take sightseeing trips, spend time with your grandkids, along with a host of other possibilities. During your...

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...

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