When planning for retirement, there are several important estate plan factors that we focus on at Phelps LaClair. The first is protecting the wealth you have worked so hard to acquire. The second is the best way to pass on your wealth to the next...
As a second generation estate planning law firm, we at Phelps LaClair understand the anticipation of retirement. Retirement planning, like estate planning, requires an honest assessment of your dreams, desires and goals for your golden years. Estate planning deals with your assets: financial accounts, real...
Which are the best vehicles for estate planning: living trusts or limited liability corporations? Phelps LaClair has prepared thousands of estate plans for our clients in the Phoenix Valley. We can say with certainty that there is no “one size fits all” estate plan. Some...
Failing to plan is planning to fail. That may seem over the top, but if you don’t have a life plan in place, you are at the mercy of circumstance. If you are one of our clients, you already know that your estate plan is...
As we approach the end of the decade, we look forward to what the 2020s will bring. One thing is certain: the gift and estate tax exemption is going to change. At Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale, we understand that moving targets...
Everybody needs an estate plan! In today’s internet culture, it’s very tempting to try to write your own. Because Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale has been in business for 40 years, we know how challenging it can be to write an estate...
At Phelps LaClair, with offices in Chandler, Mesa, Phoenix and Scottsdale, we know that every generation has specific concerns and values that need to be addressed with custom, well-designed estate plans. We recently posted an article on estate planning for millennials. In that blog post,...
Birthing or adopting a child is one of the most exciting things you will ever experience. And there is so much to do to prepare for their arrival. So, now that you have decided on the theme and colors for your new baby’s nursery, it’s...
No matter how young you are, every adult needs a plan for the future. Adult responsibilities require thoughtful consideration and careful planning to make the most out of one’s time on planet Earth. At Phelps LaClair, we believe that estate planning for millenials is better...
At Phelps LaClair in Phoenix, estate planning is our passion. Our goal is to see all of our clients covered by a well-designed estate plan. Our clients come to us because they want to be assured that the inheritance they leave to their family is...