estate planning in Gilbert Tag Archives | Page 2 of 5

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...

medicaid estate planning -- older woman smiling at the camera

03 Feb The Importance of Medicaid in Estate Planning

Posted at 08:48h in Elder Law, Estate Planning, Long-Term Care Planning, Medicaid Planning, Nursing Home Care by Phelps LaClair Law

Chances are, you will need assistance paying for medical care as you get older. Maybe you develop a condition where you can no longer work, leaving you without insurance. Or perhaps you require care in a nursing home. Medical care is expensive, and if you...

estate planning for military personnel -- US Army man in uniform standing in front of the American flag

28 Jan Estate Planning for Military Personnel

Posted at 14:33h in Estate Planning, Military, Power of Attorney, Veterans Asset Protection Trust, Wills by Phelps LaClair Law

Every day, thousands of brave men and women serve our country in the various branches of the military. With over 40 years of experience, it is an honor for Phelps LaClair to assist current and former military personnel with their estate planning needs. While the military...

saving for retirement - human hand using calculator on a desk

13 Jan Are You Behind on Planning for Retirement? How to Get Back on Track

Posted at 11:17h in Estate Planning, Retirement Planning by Phelps LaClair Law

Another year is upon us, and every year the time seems to go by more quickly. If you’re at retirement age or nearing it, you may be starting to feel that your time for making preparations is running out. Maybe you haven’t been saving as...

estate planning new year's resolutions - woman holding sparkler

21 Dec Your 2022 New Year’s Resolution: Estate Planning

Posted at 13:25h in Estate Planning, Living Will, Power of Attorney, Wills by Phelps LaClair Law

Happy New Year! Here at Phelps LaClair, we love this time of year. It’s a great time to reflect on the past year and the perfect time to set aspirations for the year ahead. Were you able to achieve the goals you set for yourself...

ira withdrawal rules -- woman and man in business meeting

29 Nov What Happens If I Withdraw IRA Contributions Early?

Posted at 13:31h in Estate Planning, IRA Inheritance Trust by Phelps LaClair Law

There may come a time when you want to withdraw money from your individual retirement account (IRA). Perhaps you wish to use it to pay for college expenses for yourself or your children. Maybe you recently had a baby and could use some extra income....

amending a revocable trust - married couple sitting on bench

08 Nov Can I Amend a Revocable Living Trust?

Posted at 13:56h in Estate Planning, Living Trusts by Phelps LaClair Law

Besides the peace of mind it offers, one of the main advantages of a revocable living trust is the ease of making changes according to your wishes. Amending a revocable trust is a fairly simple process and help from your estate planner will make it...

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...

how to update a will, best way to update my will

11 Feb What is the Best Way to Update your Will?

Posted at 13:19h in Estate Planning by Phelps LaClair Law

A living will is something that communicates your end-of-life medical decisions and allows your family members to rest assured that they’re making the right choices, if you’re unable to make them yourself. Having a living will is an essential step in estate planning. However, even...

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