- Estate Planning Blog -

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...

guardianship duties for aging parents in Phoenix - person on wheelchair against sky with clouds
Guardianship Duties for Aging Parents in Phoenix

As a second generation firm in Estate Planning, Phelps LaClair has been helping folks like you understand the guardianship duties for aging parents in Phoenix and the surrounding area. A legal guardianship is similar to, but somewhat different from a power of attorney. What follows...

Golfing In Phoenix, Arizona - silhouette of a person playing gold
Golfing In Phoenix, Arizona

How would you like to win a million dollars playing golf? This weekend, someone will do just that. Golfing in Phoenix, Arizona enjoys its biggest boost of the year this weekend with the Phoenix Open at the TPC in Scottsdale. At Phelps LaClair, we all...

Including Digital Assets In Estate Planning - lock on credit cards on laptop keyboard
Including Digital Assets In Estate Planning

The proliferation of social media platforms and their widespread use by billions of people has created a new, essential aspect in planning your estate. We all have photos and videos we have created and uploaded to the internet. Some have used streaming services to gain...

person sitting on bench and looking out at water
Estate Planning For Alzheimer’s and Dementia

Phelps LaClair (with offices in Phoenix, Chandler, and Mesa) serves the Phoenix Valley as a leader in estate planning. As part of our series on long-term care planning, this post will focus on one of the critical issues facing our elder community: estate planning for...

death without a trust - dark clouds
Death Without A Trust in Phoenix, AZ

Phelps LaClair firmly believes that estate planning is one of the most important financial arrangements you will ever make. It makes your end-of-life wishes known and brings families great peace of mind. It determines how your assets are distributed among your spouse, descendants, and friends...

Estate Planning with an LLC - group of people shaking hands
Estate Planning with an LLC

In our last blog post we discussed the benefits of forming a Limited Liability Company for asset protection, taxes, and company structure. Because Phelps LaClair is the leader in the Phoenix Valley when it comes to estate planning, we have many Estate Planning options for...