estate planning team

2020-12-21

Your Estate Planning Team in Arizona

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The first step toward establishing a legacy for the next generation is to find a professional estate planning team that understands your needs and goals. And the biggest obstacle to taking this step is procrastination. For the past forty years, Phelps LaClair has been designing bulletproof estate plans for families in the greater Phoenix area. We know that every plan we write is a unique expression of our clients’ dreams and aspirations. That’s why we are one of the most respected estate planning law firms in Arizona.

Your Estate Planning Team

We also know that strategic estate planning takes teamwork. At Phelps LaClair, we become part of your team planning your future. Whether we draft wills, trusts, or advance directives, we work with you to create the best possible protection for your estate. We have the insight, knowledge and experience to help you execute a complex and highly technical plan for your future. Think of us as your own personal Advisory Board, ready to consult on all matters of estate planning.

We Listen

When you sit down with us in a consultation, we listen! We take the time to hear your story and understand your situation. When we see the big picture of your life, we can begin to propose different estate planning tools to enhance and increase your wealth. From tax saving strategies to digital asset protection and powers of attorney, we cover all the bases with you.

One Plan

We don’t have a budget plan, a standard plan, or a luxury plan. We have one plan: the plan that is best for you! There are no boilerplate estate plans because there are no boilerplate families. Your circumstances are unique to you and your family, and the estate plan we create for you will reflect and embrace that.

Change Happens

Families grow and change; tax and estate laws are also constantly changing. These factors, along with job and housing changes, mean you need to update your estate plan on a regular basis. That’s why we give you a free review of your plan every three years. Unlike other estate planning solutions, we don’t leave you high and dry, or let you fend for yourself. We are always here to help you. We often find things that may no longer apply to a client’s circumstances, as well as new additions that need to be included in their estate plan. And if you need a referral for a CPA or financial advisor, let us know so we can get you into the hands of professionals we trust. It’s all about teamwork!

Welcome Aboard

Many people don’t like to talk about the inevitable. But it is crucial to plan for what happens to your wealth after you pass away. Don’t procrastinate like so many others—it will only add to the grief of your family. You can begin to secure your family’s future today. Give us a call for a free, no-obligation consultation. Come in for an hour and meet your new estate planning team. Phelps LaClair is here to welcome you aboard!

 

 

Images used under creative commons license (Commercial Use) 12/21/2020  Photo by Scott Graham on Unsplash

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