estate planning Tag Archives | Page 3 of 18

estate planning for large families, estate planning for large families example, multiple generation estate planning, high net worth estate planning attorney

21 Apr Estate Planning Strategies for Large Families

Posted at 09:54h in Estate Planning by Phelps LaClair Law

Estate planning can get complicated. Especially when it involves distributing wealth among the members of a large family. For families that have built up substantial assets over multiple generations, maintaining harmony between family members takes some careful handling. To shed some light on the steps you...

what makes up an estate, what is not considered part of an estate, what assets are included in your estate

24 Apr What Makes Up an Estate?

Posted at 14:17h in Estate Planning by Phelps LaClair Law

When people hear the word “estate,” they often imagine mansions, yachts, and massive investments. But the truth is, everyone has an estate. If you own anything at all—even just a house and savings account—you have an estate. So, what actually makes up an estate, and what...

Here are some tips on how to keep yourself and your loved ones safe during the scorching summer heat in Arizona

05 Jan Tips to Success In The New Year

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

With the turn of the calendar to a new year, millions of people are resolving to make positive changes. They're eager to develop new disciplines, forego bad habits, learn new skills, or take up new hobbies. But by the time February rolls around, enthusiasm for...

21 Sep Procrastinating About Estate Planning

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney, Special Needs Planning by Phelps LaClair Law

When it comes to the future, our loved ones, and protecting our assets, you would think estate planning would be our first priority. Unfortunately, procrastination takes over more often that it should. When we procrastinate about the future, we are limiting ourselves and our loved...

12 May Get to Know Phelps LaClair Pt. 1

Posted at 14:26h in Estate Planning by Phelps LaClair Law

Who We Are In the early 1980’s, Stephen Phelps, an Arizona native, closed his piano studio and decided to help bring peace of mind to people through preparing living trusts. He worked to educate people on what a trust is, how it benefits them, protects them,...

14 Apr 10 Questions to Ask If You Are Looking for an Estate Planning Attorney

Posted at 17:34h in Estate Planning by Phelps LaClair Law

At Phelps LaClair, when we prepare an estate plan for you it is a lifelong commitment – not just a one-and-done arrangement. We are invested in the Gilbert, Mesa, Chandler and surrounding Phoenix metro communities. That is why taking time to make sure you have...

phoenix turkey trot 2021 - people running a race

12 Nov Thanksgiving Morning Fun: Sign Up for a Local Turkey Trot!

Posted at 13:09h in Outdoor Fun by Phelps LaClair Law

Before we stuff ourselves—quite literally!—during Thanksgiving dinner, the staff at Phelps LaClair loves to get together with their families and friends to participate in a morning turkey trot. Running is a great way to spend some time with loved ones while getting in some metabolism-boosting...

estate planning attorneys - two adults holding a child, on a dirt road

06 Jul Real Family Conversations About Estate Plans, Part 1

Posted at 04:56h in End of Life, Estate Planning, Uncategorized by Phelps LaClair Law

As estate planning attorneys serving the Phoenix AZ Valley, we’ve had many conversations with families about finances. We’re a law firm that has been around since the early 1980s, so we’ve also had the opportunity to help succeeding generations plan their estates. At Phelps LaClair,...

27 Sep Mountain Biking Benefits

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Uncategorized by Phelps LaClair Law

Are you looking for a way to be outside, enjoy the sun, embrace the beauty of the desert and yet gain a thrill through speed or navigating sharp corners and terrain? Mountain biking may be just the activity for you. It is a great way...

26 Feb 7 Estate Tax Planning Strategies

Posted at 04:50h in Uncategorized by Phelps LaClair Law

You have worked hard to build your estate. Every purchase, every investment, every financial decision has been made so you can leave an inheritance that is also a legacy. Phelps LaClair, serving Phoenix, Chandler, and Mesa, is a second generation estate planning law firm dedicated...

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