Estate Planning

procrastinate, law, estate - blurred image of feet running

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-admin

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...

Pets, law - dog sitting on grass on a leash

07 Sep Passionate About Pets

Posted at 08:00h in Estate Planning, Living Trusts, Living Will, Special Needs Planning by phelps-admin

When considering estate planning to disperse your valuable items to your loved ones, don’t forget about your beloved family pet. Phelps LaClair (serving Gilbert, Chandler, Mesa, and Scottsdale) is passionate about great estate planning. Because we value connecting with family, we also know the importance...

group of people mid-air jumping on grass

30 Aug Estate Planning Tip: What To Tell Your Children About Your Estate Plan

Posted at 11:28h in Asset Protection, Estate Planning, Living Trusts, Living Will by phelps-admin

Did you know, children of baby boomers are due to inherit more wealth than ever before? It has been estimated baby boomers will inherit $12 trillion from their parents, and they will leave an additional $30 trillion to their own children over the next 30 to 40...

beneficiary - family of three in front of a house

09 Aug Who Should Be Your Beneficiary

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

The easiest and clearest way to leave someone money, possessions, or valuables when you pass away is through choosing a beneficiary. The decision of who to make your beneficiary should be carefully considered and can change with significant life events or legal requirements. Making the...

trusts, wills, estate planning - child on grass with ball in air

23 Aug Different Trusts to Fit Your Needs

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by phelps-admin

Everyone has their own unique personality, distinct perspective, and, therefore, different needs in their lives. Phelps LaClair understands that one size does not fit everyone perfectly and that is why we tailor our estate planning services to each person that comes in. We serve the...

paddle board - people paddling on boards

16 Aug Paddle Boarding Bliss

Posted at 08:00h in Asset Protection, Estate Planning, Power of Attorney by phelps-admin

We have gotten on board with the new craze; paddle boarding! Phelps LaClair has found that, after a day of providing trusts, wills, and documents to protect you and your loved ones assets, a great way to release is through paddle boarding. We believe in...

large group of people sitting in an outdoor theater

03 Aug How to Pass on the Family Cabin

Posted at 09:40h in Asset Protection, Estate Planning, Living Trusts, Living Will by phelps-admin

Over the 4th of July weekend, I came home from a trip to one of my favorite places on earth: Alpine, Arizona. This is where my family has had a cabin since I was 5 years old. The cabin itself doesn’t amount to much, but...

assets, estate plan, law - rocks at edge of house by the seashore

17 Jul Asset Protection: The In’s and Out’s

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will by phelps-admin

Trying to get your estate aligned on your own is a daunting task. Ensuring you do not miss any documents in and of itself can be stressful. Even then, how can you be completely sure you didn’t forget something to add to the plan? Are...

rentals, estate, planning - house for rent

15 Sep The Danger In Rentals

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will by phelps-admin

As a trial lawyer years back, I encountered dozens of horror stories from rental properties. While rental properties may have a place in your investment portfolio, they can be dangerous assets if not properly setup and managed. Phelps LaClair is located in Gilbert Arizona where...

Small items - room filled with decorative furniture and trinkets

18 Aug How to Make Sure Your Stuff Remains Just Stuff (Not Fuel for a Family Feud)

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will by phelps-admin

People typically think about Estate Planning only in the context of their big assets. These assets could be their house, various investments, business assets etc.. But what about all the “little stuff” around the house? Phelps LaClair wants to clarify ways to help with estate planning...

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