As much as you love your profession, from time to time you look forward to retirement. Will you travel? Do charity work? Spend hours on the golf course? Take up a new hobby? Perhaps you want to simply be there for your children and grandchildren....
At Phelps LaClair we get a lot of estate planning questions from people who have started or are starting a small business. Many of our clients are semi or fully retired business people who have settled in the Phoenix Valley. One of the most common...
In our most recent blog post we began a series on estate planning for blended families. With the rise in divorce rates in our nation, blended families are becoming increasingly common. And these families have estate planning needs that are more complex than nuclear families....
At Phelps LaClair, we understand that blended family estate planning is often a complex challenge. In our 40+ years of existence we have helped many families navigate how to protect assets, plan for the possibility of long-term care needs, and determine how to distribute the...
A common question we are asked at Phelps LaClair is, “Do I need an estate plan?” As a second generation estate planning firm with 40 years of experience in serving the Phoenix Valley, we believe, no matter how large or modest the estate, everyone can...
At Phelps LaClair, we’ve been doing top-notch estate planning for several generations. Part of that is planning for asset protection. Another part is helping you to understand financial advantages when it comes to leaving an inheritance. One big inheritance question that we’re asked has to...
Let’s paint a picture. Cooler weather, red sandstone in beautiful rock formations, green trees jutting out of the canyons, hiking trails for miles, and fun little shops to explore. Sound good? This describes another treasure in Arizona: Sedona. Phelps LaClair sees the need for your...
Phelps LaClair (with offices in Phoenix, Chandler, and Mesa) serves the Phoenix Valley as a leader in estate planning. As part of our series on long-term care planning, this post will focus on one of the critical issues facing our elder community: estate planning for...
Phelps LaClair firmly believes that estate planning is one of the most important financial arrangements you will ever make. It makes your end-of-life wishes known and brings families great peace of mind. It determines how your assets are distributed among your spouse, descendants, and friends...
It’s WINTER in Phoenix! And while much of the United States has to shovel snow and tolerate frigid temperatures, in our neck of the woods (or desert), that means the weather is perfect for getting outside. At Phelps LaClair, we love going outdoors as part...