15 Apr Three Golden Rules of Estate Planning

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

    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...

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01 Sep Teaching Your Children and Grandchildren about Finances

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

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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06 Jul Real Family Conversations About Estate Plans, Part 1

Posted at 04:56h in End of Life, Estate Planning, Uncategorized by Phelps LaClair Law

As estate planning attorneys serving the Phoenix AZ Valley, we’ve had many conversations with families about finances. We’re a law firm that has been around since the early 1980s, so we’ve also had the opportunity to help succeeding generations plan their estates. At Phelps LaClair,...

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27 Sep Mountain Biking Benefits

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Uncategorized by Phelps LaClair Law

Are you looking for a way to be outside, enjoy the sun, embrace the beauty of the desert and yet gain a thrill through speed or navigating sharp corners and terrain? Mountain biking may be just the activity for you. It is a great way...

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02 Jun James Phelps on Your Life Arizona

Posted at 10:55h in Estate Planning by Phelps LaClair Law

James Phelps was interviewed on TV3’s Your Life Arizona this past week and answered some questions about estate planning. James is the managing partner at Phelps LaClair, with offices in Phoenix, Chandler, and Mesa. Phelps LaClair is approaching their 40th year in estate planning.   During the...

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28 Nov Estate Planning For Long-Term Care

Posted at 11:14h in Estate Planning, Long-Term Care Planning by Phelps LaClair Law

Long-term care encompasses medical and support services for people who have a degenerative illness, injury or incapacitation. It is an expensive process that can drain your estate quickly. As an estate planning law firm in Phoenix, Chandler, Mesa and Scottsdale, Phelps LaClair advises all of...

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28 Feb Estate Planning in Your Sixties: A Senior’s Guide

Posted at 09:38h in Estate Planning, Retirement Planning by Phelps LaClair Law

For seniors like you with large financial portfolios, you’ll need to take a few steps to protect your hard-earned wealth. Careful estate planning will not only ensure the smooth transfer of your assets after you pass, it will also help your heirs avoid unnecessary costs...

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14 Feb Estate Planning for Couples

Posted at 14:19h in Estate Planning by Phelps LaClair Law

Are you celebrating this Valentine’s Day with that one person who you want to spend the rest of your life with? There are several steps that couples need to take in order to protect each other in the future. These steps will be slightly different,...

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23 Mar Why You Need an Estate Planning Tax Advisor

Posted at 07:43h in Estate Planning by Phelps LaClair Law

    It’s important for you to have an estate plan that works for you and your family—not a boilerplate plan written by someone unfamiliar with your situation. An estate tax planning advisor is a key element to creating the most effective plan for you.   What is estate...

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08 Mar How are Trust Assets Distributed to Beneficiaries?

Posted at 09:00h in Estate Planning by Phelps LaClair Law

      You can control how trust assets are distributed to your beneficiaries. Choosing the right trust distribution method will help protect your estate. It can be a complicated matter that’s best sorted out with the advice of an experienced lawyer.  An estate planning attorney can help you...

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