power of attorney Tag Archives

Everyone has different priorities when it comes to their estate plan. Here are five examples based on real interactions with our clients.

12 Mar Estate Planning Advice: Five Real Life Examples

Posted at 10:01h in Estate Planning by Phelps LaClair

Everyone has different priorities when it comes to their estate plan. For some, it’s all about protecting their families. Others want to leave a legacy by funding a trust or supporting a charity. We asked our clients what they felt was the most important part...

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

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...

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 by Phelps LaClair

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 Phelps...

Will 2026 be the year that you finally put your estate plan together? Here’s a quick checklist with six goals to help get you started.

17 Feb Six Estate Planning Goals to Set in 2026

Posted at 10:07h in Estate Planning, Living Trusts, Wills by Phelps LaClair

Will 2026 be the year that you finally put your estate plan together? Most people aren’t sure where to start, or what they need to do besides writing a will. But it’s important not to put off this very important task. Estate planning can help...

estate planning tips for newlyweds - married couple

20 Mar Estate Planning Tips For Newlyweds

Posted at 09:39h in Asset Protection, Estate Planning, Living Trusts by Phelps LaClair

At Phelps LaClair, we love the springtime. It’s a perfect time for looking ahead in anticipation of new life and new challenges. Spring is the time when a young man’s fancy turns to . . . well, you know. When birds are building nests and...

10 Sep What’s In Your Estate Plan?

Posted at 16:46h in Advance Directive, Estate Planning, Power of Attorney by Phelps LaClair

We all know the commercial that asks the question: what’s in your wallet? Well, we want to know: what’s in your estate plan? While a wallet carries ID, bank cards and cash, an estate plan contains so much more. In addition to your liquid assets...

when does a revocable trust become irrevocable - man thinking and looking at computer

22 Feb When Does a Revocable Trust Become Irrevocable?

Posted at 17:07h in Irrevocable Trusts, Living Trusts by Phelps LaClair

Revocable trusts offer many benefits, including protecting your assets and keeping them out of probate. They also allow you to control and access the assets in the trust as well as make other changes at any point during your lifetime. If you've already set up...

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

05 Mar Trust Administrator Duties-Gilbert Arizona

Posted at 11:12h in Asset Protection, Estate Planning, Living Trusts by Phelps LaClair

Living Trusts involve making wise decisions in order to protect your financial future. Good Living Trusts successfully designate who inherits your estate after you’ve passed away and when the finances are distributed. A good plan also protects your hard-earned finances and assets from loss and...

14 Aug Essential Estate Planning Documents

Posted at 10:26h in Estate Planning by Phelps LaClair

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 plan. But they also feel an urgency to get it done quickly at this time. We understand that. And we...

person in yellow sweater typing on laptop

21 Apr Why Estate Planning Is Important Even When You’re Single

Posted at 13:51h in Asset Protection, Estate Planning by Phelps LaClair

People who are single and childless often assume they don’t need estate planning services. While it’s true that estate planning can benefit married couples and people with children, the reality is that estate planning is for everyone. Here’s why estate planning is so important, whether...

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