- Estate Planning Blog -

how to give a house away - row of four houses
How to Give a House Away

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...

estate planning tips for newlyweds - married couple
Estate Planning Tips For Newlyweds

At Phelps LaClair, we love the springtime. It’s a perfect time for looking ahead in anticipation of new life and new challenges. Spring is the time when a young man’s fancy turns to . . . well, you know. When birds are building nests and...

Long-Term Care Insurance Needs in Arizona - calculator, pen and numbers on a paper
Long-Term Care Insurance Needs in Arizona

At Phelps LaClair, we’ve been helping families in Chandler, Mesa, and Gilbert plan ahead for more than 40 years, and through multiple generations. We understand elder law, tax law, and estate planning. And we’d like to shed some light on long-term care insurance needs in...

Protecting the elderly from Nursing Home Abuse
Protecting Elders from Nursing Home Abuse Part 2

Estate Planning involves more than simply listing assets and deciding who should inherit them. At Phelps LaClair, as specialists in estate planning, we are committed to helping families be prepared for every stage of life. Especially families who are planning for long-term care of elderly...

protecting elders from nursing home abuse - person on wheelchair with caregiver, outdoors on green grass
Protecting Elders from Nursing Home Abuse – Part 1

It’s a dark topic that has been hidden for many years by caretakers and nursing professionals. Thankfully, in recent years the subject has been brought out into the open. We’re talking about elder abuse. At Phelps LaClair in Phoenix, AZ, we do estate planning. And...

ballooning in Phoenix - hot air balloons over a mountainous area
Ballooning in Phoenix

We do Estate Planning at Phelps LaClair, helping individuals and families plan for a secure future. But we also love to enjoy and make the most of the present. Want some adventure? The Arizona Balloon Festival and Race is one of the major metropolitan ballooning...

10 Things to Look for in an Assisted Living Community - person holding another's hands
10 Things to Look for in an Assisted Living Community

By: Jack Bernstein Phelps LaClair knows that when you’re looking for a living community for you or for a loved one, you want to make the right decision. Today, there are assisted living communities throughout the United States. You can stay close to home or set...

What Does a "Notice of Probate of Will" Mean? - person on a couch holding head in hand
What Does a “Notice of Probate of Will” Mean?

“What does a Notice of Probate of Will mean?” Over the 40 years that we’ve been serving the Phoenix Valley, our lawyers at Phelps LaClair have been asked that question repeatedly. If you receive a notice of probate of will, it means you have an...

keys for raising financially responsible children - hand stuffing dollar bills into a piggy bank
Keys for Raising Financially Responsible Children

Estate Planning is by nature a multi-generational undertaking. One of the primary reasons you plan is so you can leave your estate to your children and grandchildren. Once wealth is generated, it is important that it is not only preserved, but also nurtured, so it...

3 things to avoid with estate planning in Phoenix, AZ - family of four smiling, on a couch
3 Things To Avoid With Estate Planning in Phoenix, AZ

There are definitely important things to include in all estate planning: making sure all of your assets are covered, naming beneficiaries, and reducing tax burdens are a few items among that crucial list. But you also want to be aware of what should not be...