Estate plans Tag Archives | Phelps LaClair

what makes up an estate, what is not considered part of an estate, what assets are included in your estate

24 Apr What Makes Up an Estate?

Posted at 14:17h in Estate Planning by Phelps LaClair Law

When people hear the word “estate,” they often imagine mansions, yachts, and massive investments. But the truth is, everyone has an estate. If you own anything at all—even just a house and savings account—you have an estate. So, what actually makes up an estate, and what...

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...

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.”...

23 Jul Death Benefits for Unmarried Couples

Posted at 01:00h in Estate Planning by Phelps LaClair Law

Are you wondering what happens when your partner dies? How will the surviving loved one be cared for? Death benefits for unmarried couples only exist if you create them. You can decide where your assets go—whether you give them to friends, family, charities, or a...

Estate plans - person addressing gathering

22 Jun Estate Plans Explained-Upcoming Seminars-Phoenix Valley

Posted at 09:52h in Estate Planning, Free Seminars, Living Trusts, Living Will by Phelps LaClair Law

Estate plans. You’re old enough to know they’re important. And for a while now, you’ve had that nagging thought in the back of your mind that it’s time to take steps and establish a plan for your financial future. But you don’t know what to...

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