Estate Planning Blog

Every April the Internal Revenue Service comes knocking on the door, looking for 1040s, 1099s, Schedule Cs, and a check for the bottom line. At Phelps LaClair, serving Mesa, Chandler, Gilbert, and the Phoenix Valley, we are sometimes asked by our clients if they will...

Phelps LaClair, serving Chandler, Mesa and Gilbert AZ, is a second generation estate planning firm. In consulting with thousands of clients over the years, we have learned there are many misconceptions about wills and trusts. Here are 3 of the most common Revocable Living Trust...

All work and no play is not a healthy lifestyle. We need to take time out to decompress from the daily grind. Sleep, diet, and exercise are essential; so are rest and recreation. In the spirit of relaxation, Phelps LaClair, a second generation estate planning...

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...

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...

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...

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...

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...

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...

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...

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