Sitting on a restaurant patio in the arid climate of Phoenix is a wonderful way to enjoy the morning air or sunset views. At Phelps LaClair, we know how important it is to spend time outdoors. Patio dining in particular is a great way to...
Oftentimes, the key to creating generational wealth lies in protecting the assets you pass down to your children and grandchildren. If you don't want their inheritance to get squandered by an irresponsible spouse, or lost in an unexpected lawsuit, there are steps you can take....
Identifying estate planning scams isn't always easy. The people behind the scams are often sophisticated and practiced in the art of deceit. At Phelps LaClair, we want to arm you against attacks like inheritance tax scams by educating you about them and giving you the...
Building generational wealth starts with you. Making smart financial decisions and setting up a sound estate plan will help you set future generations up for success. But you also need to instill strong financial and family values if you want your legacy to continue to...
Whether you’re single or in a relationship, everyone needs an estate plan to provide them with peace of mind about the future. However, unmarried couples in particular face some unique challenges, because they don’t have the same legal protections as married couples. If you would...
Get ready to pack up your car and hit the road with family or friends this summer! Make your destination road trip one to remember by exploring someplace new. Here are five Arizona attractions that you don’t want to miss. Five Attractions in Arizona to Visit...
Starting an estate plan can feel like a daunting task, especially if you’re a beginner and the idea is foreign to you. However, making an estate plan is absolutely essential, and you should not put it on the back burner. More people than ever are...
Even if you don’t have close blood relatives, a spouse, or dependents, it’s still important to write a will and create an estate plan. You deserve the right to decide what happens to your assets after you pass. Without making your wishes known, your estate...
Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...
Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...