Estate Planning Category Archives | Page 11 of 33

long-term care support, three questions to ask your self about your golden years

15 Jun 3 Questions to Ask Yourself about Your Golden Years

Posted at 13:42h in Elder Care, End of Life, Estate Planning, Long-Term Care Planning, Uncategorized by Phelps LaClair

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...

Here are some tips on how to keep yourself and your loved ones safe during the scorching summer heat in Arizona

23 Feb Mountain Biking Destinations Around Phoenix

Posted at 10:08h in Estate Planning, Living Will, Outdoor Fun by Phelps LaClair

At Phelps LaClair, we love seeing people live life to the fullest. Estate planning is our way of helping you develop a financially prosperous future, but we also want to see you live well in the present, enjoying the advantages of all-around well-being. In the...

21 Sep Procrastinating About Estate Planning

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney, Special Needs Planning by Phelps LaClair

When it comes to the future, our loved ones, and protecting our assets, you would think estate planning would be our first priority. Unfortunately, procrastination takes over more often that it should. When we procrastinate about the future, we are limiting ourselves and our loved...

26 Jun What is an LLC?

Posted at 08:00h in Asset Protection, Estate Planning by Phelps LaClair

What do you do with your brilliant idea for a business that would be beneficial for people and profitable for you? How do you begin that? When it comes to building a company or business, there are several options and routes to go. At Phelps...

12 May Get to Know Phelps LaClair Pt. 1

Posted at 14:26h in Estate Planning by Phelps LaClair

Who We Are In the early 1980’s, Stephen Phelps, an Arizona native, closed his piano studio and decided to help bring peace of mind to people through preparing living trusts. He worked to educate people on what a trust is, how it benefits them, protects them,...

14 Apr 10 Questions to Ask If You Are Looking for an Estate Planning Attorney

Posted at 17:34h in Estate Planning by Phelps LaClair

At Phelps LaClair, when we prepare an estate plan for you it is a lifelong commitment – not just a one-and-done arrangement. We are invested in the Gilbert, Mesa, Chandler and surrounding Phoenix metro communities. That is why taking time to make sure you have...

trustee vs executor, what the difference between a trustee and an executor, estate planning attorney in glendale

05 Mar Trustee vs. Executor: What’s the Difference?

Posted at 08:51h in Estate Planning, Living Trusts by Phelps LaClair

When you’re entering the realm of estate planning, there can be a lot of information thrown at you. Unfamiliar terms can get confusing. Who does what can be easily misunderstood. We’re here to explain things clearly, to help you feel more confident when making choices...

01 Nov When Should You Disclaim an Inheritance?

Posted at 12:46h in Estate Planning, Wills by Phelps LaClair

Refusing to accept an inheritance is not a decision you should ever take lightly. Once you disclaim an inheritance, you have no control over who will receive it. However, the estate planning attorneys at Phelps LaClair understand that accepting an inheritance is not always the...

estate planning checklist, estate planning golden rules

15 Apr Three Golden Rules of Estate Planning

Posted at 15:00h in Estate Planning by Phelps LaClair

When making your estate planning checklist, there are three “golden rules” you should follow. These estate planning rules will help you ensure you’re getting the most out of your hard work, and preserving your estate for years to come. Rule #1: Be Clear and Intentional The most...

right estate plan - cartoon graphic of a piggybank

01 Sep Teaching Your Children and Grandchildren about Finances

Posted at 14:38h in Estate Planning, Uncategorized by Phelps LaClair

Teaching your children about money is an essential part of parenting. In an age where credit card offers are prolific, and prohibitively high interest rates can lead to spiraling debt cycles, the training that children (or grandchildren) receive about money can make or break their...

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