Estate Planning Category Archives | Page 11 of 33

white chalk question mark drawn on a blackboard

29 Apr Estate Planning Checklist: 10 Important Questions to Ask

Posted at 21:34h in Estate Planning by Phelps LaClair

Estate planning can feel overwhelming, but it doesn’t have to be. Whether you’re just getting started or you’re revisiting your current plan, asking the right questions can help you make sure your wishes are protected. This checklist covers ten of the most important estate planning...

estate planning for large families, estate planning for large families example, multiple generation estate planning, high net worth estate planning attorney

21 Apr Estate Planning Strategies for Large Families

Posted at 09:54h in Estate Planning by Phelps LaClair

Estate planning can get complicated. Especially when it involves distributing wealth among the members of a large family. For families that have built up substantial assets over multiple generations, maintaining harmony between family members takes some careful handling. To shed some light on the steps you...

can trustee and guardian be the same person

03 Apr Can the Same Person You Appoint As Trustee Also Be a Guardian?

Posted at 14:36h in Estate Planning, Living Trusts by Phelps LaClair

If you choose, the same person you name as guardian for your minor children can serve a dual role as trustee. However, this decision takes some careful consideration. Having one individual serve both roles isn’t always the best idea. It can be complicated, impractical, and...

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...

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