April 15, 2026
8 mins read
28 Views
If you happened to trade stocks, cash out cryptocurrency, or sell real estate or other capital assets during the tax […]The post Schedule D: Your..
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April 15, 2026
6 mins read
30 Views
When you begin the estate planning process, you are likely motivated by a desire to protect the people who matter most to you. You want to ensure..
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April 9, 2026
6 mins read
63 Views
Did you receive Form 1099-INT this tax year? Here’s what is included in this important tax document and how you […]The post Form 1099-INT: What It Is ..
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April 8, 2026
6 mins read
49 Views
Estate planning places you in control of how your assets are managed during your lifetime and distributed after your death, creating stability for..
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March 27, 2026
4 mins read
76 Views
Mark your calendar for Saturday, April 18, 2026, because the Sharing Down Syndrome Walk Fundraiser is back, and so are we. The team at Phelps LaClair ..
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March 25, 2026
6 mins read
73 Views
As a parent, you spend years making decisions intended to support your child’s well-being and future success. When you begin thinking about how your..
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March 23, 2026
0 mins read
79 Views
Happy families are all alike; every unhappy family is unhappy in its own way, Leo Tolstoy, Anna Karenina
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March 18, 2026
7 mins read
85 Views
Preparing for the orderly transfer of your assets is one of the most significant financial steps you will take. You likely begin by identifying who..
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March 16, 2026
0 mins read
84 Views
In February 2026, UK Finance published the updated Estate Administration Banking Protocol, replacing the previous 2012 version.
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March 11, 2026
7 mins read
96 Views
Despite acknowledging the importance of estate planning, over half of all Americans do not have an estate plan in place. Unfortunately, failing to..
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