17 Aug I Named Beneficiaries, Do I Need a Trust?

Posted at 08:09h in Living Trusts by Phelps LaClair Law

Estate planning aims to ensure that your assets are distributed exactly according you your wishes. However, achieving this goal can be complex. “Do you need a trust if you have beneficiaries?” is a common question we get. While naming beneficiaries for your accounts is a...

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16 Jul Is a Financial Plan the Same as an Estate Plan?

Posted at 10:37h in Free Seminars by Phelps LaClair Law

  Having a solid financial plan that takes care of your family’s needs every year feels great! It feels comfortable. And that comfort can sometimes allow us to neglect our future financial plans, such as saving for retirement and creating a concrete estate plan. Are...

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18 Feb Estate Planning Attorney in Glendale, AZ

Posted at 11:42h by Phelps LaClair Law

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26 Jan Who Should You Choose As Your Estate Beneficiary?

Posted at 15:23h in Estate Planning by Phelps LaClair Law

Along with writing a will and naming a successor trustee, choosing a beneficiary is one of the most important elements of a good estate plan. At Phelps LaClair, we have 40 years of experience helping people to successfully pass on the wealth they have spent...

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17 Dec Types of Irrevocable Trusts

Posted at 09:03h in Estate Planning, Irrevocable Trusts by Phelps LaClair Law

  Phelps LaClair is a second-generation estate planning firm in Gilbert, Arizona, where helping you plan for your family’s future isn’t just part of what we do, it’s all we do! In considering which type of legal document might be best to protect your legacy,...

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25 Sep COVID-19 and Nursing Homes

Posted at 10:06h in Estate Planning, Living Trusts, Living Will, Nursing Home Care by Phelps LaClair Law

  As of the middle of September, 2020, Maricopa County has 710 active COVID-19 cases. 606 of those cases are found in long-term care facilities (166), assisted living facilities (364), and rehab facilities (76). We have long advocated for everyone to have an estate plan...

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03 Aug Estate Planning For Professionals

Posted at 12:01h in Estate Planning by Phelps LaClair Law

  “I’m a busy professional! I don’t have time to sit and make an estate plan!” We have heard this from time to time at Phelps LaClair. As a second generation estate planning law firm, our profession is designing bulletproof estate plans that preserve your...

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15 May Estate Planning Attorneys in Scottsdale, AZ

Posted at 11:33h by Phelps LaClair Law

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16 Mar Estate Planning Basics

Posted at 06:50h in Estate Planning by Phelps LaClair Law

Estate planning is what you do to ensure that your wishes will be followed if you are incapacitated or you pass away. It accounts for how you want your assets distributed and what decisions are made for medical care or end of life. Phelps LaClair,...

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11 Feb Trusts and LLCs

Posted at 11:05h in Estate Planning, Living Trusts, LLCs by Phelps LaClair Law

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...

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