- Estate Planning Blog -

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Tips to Success In The New Year

With the turn of the calendar to a new year, millions of people are resolving to make positive changes. They're eager to develop new disciplines, forego bad habits, learn new skills, or take up new hobbies. But by the time February rolls around, enthusiasm for...

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Benefits of an IRA Trust

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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How to Spread Holiday Cheer All Year

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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Establishing Guardianship

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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Why is An Estate Plan So Important?

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 in advance, it saves time, money, and unnecessary headaches. The estate planning...

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Dangers of an Outdated Power of Attorney

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 It is a common mistake for individuals to let their initial POA paperwork expire or become outdated, which can negatively affect the distribution of their inheritance.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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Christmas Festivities in Phoenix

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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Benefits of Exercise

We've all heard exercise can be beneficial to our whole being, but have we taken the time to understand or pay attention to how exercise improves our lives? Phelps LaClair believes in living well in the present, and we also believe in preparing for the...

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Incentive Trusts

People sometimes have concerns about leaving an inheritance to a particular child or other beneficiary. They may be worried about this person’s ability to handle it wisely, whether due to age or responsible capacity. Phelps LaClair, with offices in Gilbert and Scottsdale Arizona, has years...

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