- Estate Planning Blog -

arizona inheritance law
Understanding Arizona’s Inheritance Laws

If you or a loved one dies without a will, the Arizona inheritance laws can complicate the process of distributing your assets. At Phelps LaClair, we can help you leave an inheritance without burdening your loved ones. We can also help incorporate any inheritance you...

how probate works
How Probate Works in Arizona

If you have a large estate or die without a will, your estate will go through probate after you pass. The process of probate can be overwhelming for your loved ones, and create conflict when it comes to distribution. At Phelps LaClair, we help Arizona...

what is an advance directive -- an older man and woman holding hands
What Is an Advance Directive?

When most people talk about estate planning, they think it's just for making sure their property goes to their loved ones after they are gone. However, estate planning also encompasses directives for instances when you are still alive, but can not make important decisions for...

creating an estate plan
4 Tips for Creating an Estate Plan

No adult is ever too old or too young to start estate planning. But how do you know where to start? At Phelps LaClair, we can help you get started planning for your family’s future as well as your own. From protecting your assets to...

volunteer opportunities phoenix -- African American man wearing white t-shirt that says volunteer on it
Make a Difference! 5 Great Ways to Volunteer in Arizona

John F. Kennedy once said, “Every person can make a difference, and every person should try.” Here at Phelps LaClair, we couldn’t agree more, and what better time to learn how you can make a difference in our community than during National Volunteer Month. To...

types of trusts
Which Type of Trust Is Right for Your Estate Plan?

Including a trust in your estate plan will keep your assets safe until your loved ones inherit them. There are many types of trusts to choose from, and understanding which kind of trust you need may seem overwhelming. The estate planning experts at Phelps LaClair...

roth vs traditional ira -- a man and woman discussing something over a laptop computer
Roth vs Traditional IRA: What’s the Difference?

It is never too early to start planning for your future retirement. To make sure you have enough funds to enjoy the later part of your life, the estate planning experts at Phelps LaClair suggest that our clients consider investment retirement accounts (IRAs).  There are two...

estate planning with no heirs
Estate Planning with No Children or Heirs

Creating an estate plan isn’t just for those with children and grandchildren—estate planning for people with no children or heirs is just as essential. An estate plan gives you control over who will receive your assets. If you are childless, you may still wish to...

estate planning with life insurance -- family of mother, father, and three children sitting on a grass and hugging each other
Is Your Life Insurance Included in Your Estate Plan?

An estate plan protects your finances and assets so they can be managed the way you want them to be after your death. While most people who come to Phelps LaClair know that an estate plan should include assets like their house, vehicles, and investments,...

arizona spring -- group of flowering cacti
Our 6 Favorite Arizona Spring Activities

Spring is an amazing season here in Arizona. The days start to get warmer, but it’s not so warm yet that you can’t enjoy being outside. The skies are blue and the world takes on an explosion of color thanks to the wildflowers and blooming...

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