As we age, we all understand the importance of taking time for a yearly medical checkup with our doctor. We also know biannual dental checkups are vital in helping to prevent tooth decay, so our teeth can remain healthy for the duration of our lives....
We always enjoy getting out in nature as a way to keep healthy. And now that fall is finally here, we’re excited to embrace the cooler weather and have more outdoor adventures! The comfortable temps also bring more wildlife activity, so grab your binoculars if...
Are your assets safe from identity theft? Do you know how to recognize an estate planning scam? October is National Cyber Security Awareness month, so before the month ends, we'd like to remind you to make sure your accounts are protected. Far too many people have fallen...
In this time of the COVID-19 crisis, many people are asking what will happen to their families if they become sick. Phelps LaClair has been in the estate planning business for forty years. In our time of serving Chandler, Mesa, Phoenix and Scottsdale, we can...
At Phelps LaClair, we believe that rest is important for our lives to be in balance. The author of the Bourne Trilogy series said, “Rest is a weapon.” As the year is winding down and we are heading into the busy holiday season, remember to...
An advance directive is a legal document that describes your personal preferences for medical care. They are meant to protect your best interests if you're ever in a position where you're unable to speak for yourself. Living wills, medical powers of attorney, and DNR orders...
You already know how important it is to have an estate plan, a will, and end-of-life documents in place. However, that doesn’t necessarily mean your parents are on the same page. Many adults worry about the fact that their parents don’t have a will. Their stomachs...
Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...
Oftentimes, the key to creating generational wealth lies in protecting the assets you pass down to your children and grandchildren. If you don't want their inheritance to get squandered by an irresponsible spouse, or lost in an unexpected lawsuit, there are steps you can take....
Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...