estate planning Tag Archives | Page 2 of 17

Husband, wife, and their two children making dough at their dinner table

15 Sep How to Adjust Your Estate Plan If You Lose Your Medicaid Coverage

Posted at 06:33h in Medicaid Planning by Phelps LaClair Law

Losing your Medicaid coverage can feel overwhelming, especially if you depend on it for healthcare or long-term care. Maybe your income went up, your eligibility changed, or you missed a renewal deadline. Whatever the reason, the loss can leave you wondering how you’ll cover care...

man and woman talking to lawyer in legal office

18 Mar Can a Trust Be Contested in Arizona?

Posted at 10:55h in Irrevocable Trusts, Living Trusts by Phelps LaClair Law

Setting up a trust is often a crucial step in estate planning. Whether they are revocable or irrevocable, trusts are designed to ensure the smooth transfer of assets to their beneficiaries. But what happens when the trust instructions don’t seem to align with the grantor’s...

Parents, adult children, and small children gathering in their kitchen to celebrate and share their home

26 Aug What Is a Quitclaim Deed?

Posted at 07:39h in Property Transfers by Phelps LaClair Law

A quitclaim deed is one of the simplest ways to transfer property from one person to another. Unlike other deeds, it doesn’t guarantee that the title is free from liens or disputes—it only transfers whatever ownership the signer currently has. Because it’s fast and straightforward, a...

06 Aug Estate Planning First Steps

Posted at 20:05h in Estate Planning by Phelps LaClair Law

The number one question people ask about estate planning is: Where do I start? For most people, the estate planning process doesn't come easily. Not only do they have to think about what happens after they die, they also have to deal with complicated legal and...

31 Jul Documenting Your Keepsakes and Family Heirlooms

Posted at 14:18h in Estate Planning by Phelps LaClair Law

If you have keepsakes or family heirlooms that you've put away, it's important to document them now rather than later. In fact, documenting your family heirlooms is an important part of the estate planning process. Because estate planning isn't only about financial matters—it's also about...

22 Jun Essential Estate Planning Documents

Posted at 07:43h in Estate Planning by Phelps LaClair Law

In the past two months, we have spoken with a number of new and former clients concerned about the coronavirus. Phelps LaClair is a premier estate planning law firm in the Phoenix Metro area. We are well acquainted with folks who want a solid estate...

Happy family enjoying dinner together in a garden

20 Jun Should You Tell Someone That They Are a Beneficiary of Your Trust?

Posted at 11:10h in Estate Planning, Living Trusts by Phelps LaClair Law

Creating a trust is a powerful way to protect your assets, avoid probate, and ensure a smooth transfer of wealth. But once you’ve named your beneficiaries, you may be wondering—should tell them? It’s a personal decision, but it’s worth considering carefully. Here’s what to keep in...

Setting up a durable power of attorney means that if you are ever incapacitated, your medical care and finances will be handled according to your wishes.

04 Apr What Does Durable Power of Attorney Mean?

Posted at 11:36h in Power of Attorney by Phelps LaClair Law

A durable power of attorney (POA) is a legal document that gives someone you trust the right to make financial and/or medical decisions on your behalf. It's a good safeguard to include in your estate plan, just in case a time comes when you are...

military couple holding child and laughing

15 May Estate Planning for Veterans and Active Military Members

Posted at 20:13h in Asset Protection, Estate Planning, Military by Phelps LaClair Law

Estate planning is crucial for everyone, no matter how wealthy they are. But it’s especially important for veterans and active military members. Being in the military earns you unique government benefits that need protection. A sound estate plan that includes a trust, a will, advance directives,...

Here are some tips on how to keep yourself and your loved ones safe during the scorching summer heat in Arizona

16 Aug Paddle Boarding Bliss

Posted at 08:00h in Asset Protection, Estate Planning, Power of Attorney by Phelps LaClair Law

We have gotten on board with the new craze; paddle boarding! Phelps LaClair has found that, after a day of providing trusts, wills, and documents to protect you and your loved ones assets, a great way to release is through paddle boarding. We believe in...

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