succession plan Tag Archives | Page 2 of 2

13 Jan Death Without A Trust in Phoenix, AZ

Posted at 14:15h in Asset Protection, End of Life, Estate Planning, Long-Term Care Planning by Phelps LaClair Law

Phelps LaClair firmly believes that estate planning is one of the most important financial arrangements you will ever make. It makes your end-of-life wishes known and brings families great peace of mind. It determines how your assets are distributed among your spouse, descendants, and friends...

Helping your successor trustee succeed - person with baton on the starting mark of a race

16 Nov Helping Your Successor Trustee Succeed

Posted at 11:26h in Estate Planning, Living Trusts by Phelps LaClair Law

At Phelps LaClair in the Phoenix Valley, Living Trusts (and in particular, Revocable Living Trusts) are a mainstay of our estate planning. But for a living trust to be entirely effective, several steps need to be taken. First comes the important task of fully funding...

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