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Who’s Got the Power (of Attorney)? Part 2 – Phoenix, AZ

In a recent blog post, we discussed the importance of naming a financial durable power of attorney to act on your behalf in the decision-making process. That person is given legal authority to carry out any financial directives in your stead, should you become incapacitated...

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Trail Rides Around Phoenix, Chandler, Mesa, AZ

In a previous blog post, we shared about the exercise benefits of horse riding. Today, we’d like to highlight several trail rides in our wonderful region of Arizona. We’re Phelps LaClair, and we’ve been part of the greater community around Phoenix ever since the early...

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Who’s Got the Power (of Attorney)? Part 1 – Phoenix, AZ

There is an important role to consider as you grow older and set your finances in order for the future. Should you ever become incapacitated, someone will need to step into your shoes and act as your durable power of attorney. Preparing ahead of time...

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Estate Plans Explained-Upcoming Seminars-Phoenix Valley

Estate plans. You’re old enough to know they’re important. And for a while now, you’ve had that nagging thought in the back of your mind that it’s time to take steps and establish a plan for your financial future. But you don’t know what to...

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3 Questions to Ask Yourself about Your Golden Years

The Golden Years are those years when you’ve retired from the workforce, and you’re finally able to do what you desire: putter in the garage, plant a garden, take sightseeing trips, spend time with your grandkids, along with a host of other possibilities. During your...

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Estate Plan 3-Year Checkup-Phoenix, AZ

As we age, we all understand the importance of taking time for a yearly medical checkup with our doctor. We also know biannual dental checkups are vital in helping to prevent tooth decay, so our teeth can remain healthy for the duration of our lives....

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10 Reasons Not to Delay Long-Term Care Planning

You and your spouse are both vital and healthy, and you don’t plan on getting sick. Why then, should you make the effort now to prepare for end-of-life issues? After all, you’re confident you’ve set aside enough retirement funds to give you plenty of leeway,...

special needs planning
Special Needs Planning Precedes Creating a Special Needs Trust

At Phelps LaClair, located in Phoenix, Chandler, and Mesa, AZ, we specialize in estate planning. For some, that includes special needs planning. A Special Needs Trusts is valuable if you’ve got a disabled child, or if you desire to name a disabled person as your...

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Plan Your Estate-Phelps LaClair’s Free Service Package

We love our work. You might say it’s in our genes, since we’re a second generation estate planning firm. Stephen Phelps started our firm and was a friend to his clients, known for his wisdom and his good sense of humor. Today, James Phelps and...

Funding a Living Trust in Phoenix & Scottsdale - palm holding stack of dollar bills and stacks of coins
Funding a Living Trust in Phoenix & Scottsdale AZ

You’ve begun taking steps toward planning your estate. And rather than creating a will, you’ve decided to establish a trust fund, which, if funded properly, will enable your assets to be privately distributed to your loved ones without the delay or expense of probate court....