Free Estate Planning Seminars

Have You Properly Protected Yourself and Your Loved Ones?

Are you among the majority of Americans over the age of 50 who have put your estate planning on the back burner? Don’t worry! If you haven’t done your estate plan yet, the State of Arizona has already done one for you…but you won’t like what it says! Whether you already have a Will or Living Trust or are thinking about getting one, come join us for a free educational seminar. Learn how to make sure you and your loved ones will be well-protected when the time comes.

Did you know that?

• • Even if you have a Will, your heirs will be stuck in a nightmare called Probate Court for 1 to 3 years. This will cost them up to 6% of the total sum of your assets, or more.
  • All Living Trust plans are not created equal! Internet, do-it-yourself and bargain-priced trusts almost always end up in court.
  • Most Living Trusts wrongly expose the inheritance to your children’s ex-spouses and creditors after you die.
  • 70% of Americans age 65 and older will need long term care support later on in life at a cost of over $100,000 per year. Will your estate be wiped out by excessive nursing home costs?
  • Your IRA’s and other retirement plans will be vulnerable to 37% taxation when you are gone if you don’t plan right.

About The Presenter

James is managing partner at Phelps LaClair, an estate planning law firm established over 40 years ago with offices in Chandler, Phoenix, Mesa, and Scottsdale. James has strong ties to the state of Arizona where his family has resided for several generations. He developed a passion for the practice of law at a young age when he worked alongside his father, an estate planning attorney, for many years before attending law school.

James has counseled clients from all walks of life who have benefited from estate plans that protect wealth, minimize taxes and avoid probate court. James has the unique experience of having handled hundreds of trusts and estates after people have passed away and knows what works and doesn’t when the time comes. James truly enjoys educating others on the importance of estate planning and presents dozens of estate planning seminars to clients and the public each year.

James graduated summa cum laude in accounting from Arizona State University in 1996, after which he attended the J. Reuben Clark Law School and graduated cum laude in 1999. He is a longstanding member of the State Bar of Arizona Probate and Trust Section, WealthCounsel, the Maricopa County Bar Association and the J. Reuben Clark Law Society.

To Learn More About This Seminar Watch Video Below