There’s one crucial step that many people skip after signing their trust document—actually funding the trust. If you forget to complete this step, your assets will remain subject to probate and be vulnerable to creditors after you’re gone. No matter how detailed the instructions you...
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...
Everybody needs an estate plan! In today’s internet culture, it’s very tempting to try to write your own. Because Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale has been in business for 40 years, we know how challenging it can be to write an estate...