financial planning Tag Archives

what is the difference between an estate planner and a financial planner, estate planner vs financial planner

16 Jul Is a Financial Plan the Same as an Estate Plan?

Posted at 10:37h in Free Seminars by Phelps LaClair Law

Having a solid financial plan that takes care of your family’s needs every year feels great! It feels comfortable. And that comfort can sometimes allow us to neglect our future financial plans, such as saving for retirement and creating a concrete estate plan. Are you...

21 Oct Strategic Alliances in Estate Planning

Posted at 09:35h in Estate Planning by Phelps LaClair Law

Phelps LaClair is a second generation estate planning law firm with a passion for estate planning in the Phoenix Valley. In a booming economy, like we are currently experiencing, the opportunities for creating wealth are increasing. With greater wealth creation comes a need for greater...

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Next webinar
starting soonFree Webinar