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  • About
    • About Us
    • Meet the Team
    • Testimonials
    • Getting Started
  • Services
    • Services
    • Estate Planning
    • Living Trusts and Wills
    • Trust Administration
    • Probate & Estate Administration
    • Long-Term Care & Medicaid Planning
    • Special Needs Planning
    • Living Wills & Medical Directives
    • LLCs
  • Education Center
    • Education Center
    • Protective Inheritance Trusts
    • The IRA Inheritance Trust
    • Revocable Living Trust FAQs
    • Special Needs Trusts FAQs
    • Living Will & Medical Power of Attorney FAQs
  • Events

    • Webinars
    • Seminars
  • Blog
  • Contact


IRA trust - five people smiling

28 Dec Benefits of an IRA Trust

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Preparing for the future is an important part of life. An Individual Retirement Account (IRA) is one very common financial investment that includes tax benefits to help people save for their golden years and pass on an inheritance to successive generations. But if plans haven't been...

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holiday cheer - holiday card with JOY

24 Dec How to Spread Holiday Cheer All Year

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Holidays are a time for joy, laughter, pretty lights, great decorations, and delicious food. We gather with friends and family, we connect with past acquaintances, we enjoy festivities and special events. And in the middle of all the activities that go along with holiday seasons,...

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guardianship - black and white photo of child

20 Dec Establishing Guardianship

Posted at 08:00h in Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Each year as the holidays approach, we treasure the joy of celebrating with our extended relatives and our immediate family members. It's a time to reflect on the richness of family as we consider the past and look to the future. In order to assure...

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estate plan importance - swimming pool beside house

16 Dec Importance of an Estate Plan

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Estate planning is a strategic step to setting your finances and assets in order prior to incapacitation or death. Life has many unexpected turns along the way, and when we plan for them them in advance, it saves time, money and unnecessary headaches. The estate...

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power of attorney blog - two hands holding a scroll open with a cup of tea

12 Dec Dangers of an Outdated Power of Attorney

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Having an updated Power Of Attorney (POA) is a vitally important component of estate planning. It is a common mistake for individuals to let their initial POA paperwork expire or become outdated, which can negatively affect the distribution of their inheritance. At Phelps LaClair, located...

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arizona holiday christmas - silhouette of trees

07 Dec Christmas Festivities in Phoenix

Posted at 08:00h in Asset Protection, Estate Planning, Power of Attorney by phelps-admin

Christmas in the desert: can it really be that festive? We shout out a resounding "YES" to answer that question! Phoenix has a tremendous amount to offer when it comes to Yuletide festivities. Phelps LaClair, located in Gilbert and Scottsdale, is passionate about estate planning,...

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