No adult is ever too old or too young to start estate planning. But how do you know where to start? At Phelps LaClair, we can help you get started planning for your family’s future as well as your own. From protecting your assets to...
John F. Kennedy once said, “Every person can make a difference, and every person should try.” Here at Phelps LaClair, we couldn’t agree more, and what better time to learn how you can make a difference in our community than during National Volunteer Month. To...
Including a trust in your estate plan will keep your assets safe until your loved ones inherit them. There are many types of trusts to choose from, and understanding which kind of trust you need may seem overwhelming. The estate planning experts at Phelps LaClair...
It is never too early to start planning for your future retirement. To make sure you have enough funds to enjoy the later part of your life, the estate planning experts at Phelps LaClair suggest that our clients consider investment retirement accounts (IRAs). There are two...
Creating an estate plan isn’t just for those with children and grandchildren—estate planning for people with no children or heirs is just as essential. An estate plan gives you control over who will receive your assets. If you are childless, you may still wish to...
An estate plan protects your finances and assets so they can be managed the way you want them to be after your death. While most people who come to Phelps LaClair know that an estate plan should include assets like their house, vehicles, and investments,...
Spring is an amazing season here in Arizona. The days start to get warmer, but it’s not so warm yet that you can’t enjoy being outside. The skies are blue and the world takes on an explosion of color thanks to the wildflowers and blooming...
If you’re just starting your estate planning journey, chances are good you have lots of questions, and you need some answers. It’s perfectly normal to have lots of questions to ask an estate planner, and the experts at Phelps LaClair are here to help. To...
Are there important causes in your life that you would like to support even after you have passed away? By creating a charitable trust, you can control which assets will go to the charity of your choice. At Phelps LaClair, we help our clients develop...
When someone has a disability, setting up a special needs trust (SNT) will help ensure that they are cared for financially. Assets placed in an SNT offer financial support without affecting the beneficiary's eligibility for important government assistance program benefits. At Phelps LaClair, we want...