Uncategorized Category Archives | Page 5 of 7

17 Jan Reason #3 to Review your Estate Plan in 2017: Changes in Beneficiaries

Posted at 11:21h in Uncategorized by Phelps LaClair Team

One of the most crucial reasons to update your estate plan has to do with changes to your beneficiaries. An out of date trust that provides for the wrong beneficiaries (or the right beneficiaries in the wrong way) can spell disaster for a family. We...

24 Jan Reason #4 to Review Your Estate Plan: Your Trust is not Properly Funded

Posted at 14:55h in Uncategorized by Phelps LaClair Team

A lot can change in three years. Just ask an iPhone salesman. And just as most millennials can't fathom carrying around the same phone for three years, you shouldn't consider keeping the same trust for any longer than that. You probably already know that among the...

03 Jan 10 Reasons to Review Your Estate Plan this Year

Posted at 12:22h in Uncategorized by Phelps LaClair Team

Happy New Year from the Phelps LaClair Team! We hope 2017 brings with it much success and happiness to you and yours. Are you one of the lucky ones who checked estate planning off your New Year to-do list quite some time ago? If so, good...

10 Jan Reason #2 to Review Your Estate Plan in 2017

Posted at 08:27h in Uncategorized by Phelps LaClair Team

“Certainty? In this world nothing is certain but death and taxes.” -Benjamin Franklin Yes, it's true. Death and taxes are the two things in life we can't avoid. Even more discouraging is the fact that after a lifetime of paying taxes, it's possible that your estate is...

23 Nov Giving is Always in Season

Posted at 23:36h in Uncategorized by Phelps LaClair Team

With the holiday season now in full swing, many of us look for ways to show our gratitude by giving of our time and resources to those in need. But did you know that you can continue your legacy of giving right now and after...

14 Nov Facebook’s Legacy Contact Protects Your Digital Assets After Death

Posted at 09:16h in Uncategorized by Phelps LaClair Team

Have you noticed that some social networking sites are starting to follow our lead when it comes to preparing for the future? A few, like Facebook, are starting to provide options for people to protect their "digital assets," just like we protect your financial assets...

24 Oct Special Events and Special Needs Planning

Posted at 13:25h in Uncategorized by Phelps LaClair Team

October is Down Syndrome Awareness Month, and the Team here at Phelps LaClair have been honored to help celebrate the abilities and contributions of people with special needs. James and his son Ashton participated in the Sharing Walk that took place in Tempe a few...

21 Oct Not Your Average Attorneys

Posted at 11:17h in Uncategorized by Matt Peterson

Look, you guys…we get it. We’ve heard the Lawyer jokes, seen the lawyer memes, and listened with a sympathetic ear while our friends complained to us about “legaleze.” We know you’re fed up with attorneys who fit the stereotype and prey on the average Joe...

Minimize Estate Planning Taxation in the Phoenix Valley - three people smiling

08 Nov Let Jeffrey LaClair Minimize Estate Planning Taxation in the Phoenix Valley

Posted at 10:53h in Estate Planning, Uncategorized by Phelps LaClair Law

There are many hidden gems in the Phoenix Valley; natural landmarks; historical firsts; interesting eateries and pubs; and Jeffrey LaClair. Yes, we include our very own Phelps LaClair attorney, Jeffrey LaClair, in that list of hidden gems. Jeffrey has strong experience and much wisdom regarding...

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 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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