A trust fund is a legal document set up and funded by a grantor to help a beneficiary. It is administered by a trustee. At Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale, we have helped thousands of people create revocable and Irrevocable trusts. Most...
At Phelps LaClair, we know that these are trying times for many of us in Chandler, Mesa, Phoenix and Scottsdale. Now more than ever, we take our job seriously to help provide our clients and friends with peace of mind. There is not much in...
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,...
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,...
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...
Only two things are certain, as they say: death and taxes. If you’re a real estate investor, you probably already plan for the certainty of paying taxes on your rental properties. But do you have a plan in place, should something happen to you? Phelps...
An important step in estate planning is to complete the paperwork for a durable power of attorney (POA). There are two types of powers of attorney, a financial POA and a health POA. A financial power of attorney document provides for someone of your choosing...
We love our work. You might say it’s in our genes, since we’re a second generation estate planning firm. Stephen Phelps started our firm and was a friend to his clients, known for his wisdom and his good sense of humor. Today, James Phelps and...
At Phelps LaClair Firm we want to be there with you every step of the way. We want to help you from the beginning of the process to the very end and even beyond that. Many estate planning attorneys charge their clients several hundred dollars...
James Phelps is managing partner at Phelps LaClair, an estate planning law firm in Mesa, Arizona. The law firm was established over 40 years ago by Stephen Phelps, James’ father. Born and raised in the East Valley, James has strong ties to the state of...