- Estate Planning Blog -

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What to Bring to Your First Estate Planning Meeting

Congratulations on setting an appointment to meet with an estate planning attorney! That is an important first step in setting up your estate plan. If this is your first time speaking with an advisor, chances are good you have questions on what to bring to...

best places to cool off in phoenix -- two kids swimming in a pool
Chill Out! The 6 Best Places to Cool Off in Phoenix

There’s no way to deny the fact that summertime is hot here in Phoenix. Thankfully, there are lots of great places to chill out when the temperature heats up. Here’s a look at some of the best places to cool off in Phoenix and nearby,...

revocable trust after death
Can a Revocable Trust Be Changed After the Grantor Dies?

Understanding what happens to a revocable trust after the grantor’s death can help you plan for your family’s future. At Phelps LaClair, we help Arizona residents create and manage many types of trusts. If you’re considering adding a revocable trust to your estate plan, continue...

estate executor checklist
Executor Checklist: 7 Tips to Help You Administer an Estate

If someone has chosen you to administer their estate after they’re gone, it’s normal to feel a little overwhelmed. Being the personal representative of an estate comes with many responsibilities. Luckily, the experienced team at Phelps LaClair is here to help you feel more at...

phoenix farmers market
Find Fresh Fruits and Veggies in Arizona at These Local Farmers Markets

Did you know that June is national fresh fruits and vegetables month? Visiting your local farmers market is the perfect way to celebrate. In Arizona, farmers can harvest produce all year round, so you’re sure to find everything you need for your favorite seasonal recipes....

when is probate required
When Is Probate Required in Arizona?

Probate is a process in which the state of Arizona administers your assets after your death. The probate process and distribution of your assets can take over a year, and could lead to conflict in your family. Luckily, not all estates have to go through...

estate planning pets
How to Make Sure Your Pet Is Taken Care of After Your Death

Hopefully, you’ve already created an estate plan that benefits your spouse or partner as well as any children and grandchildren in your family. But there are some other important family members you may have forgotten to consider when estate planning—your pets. Planning ahead for your...

difference between estate tax and inheritance tax
What’s the Difference Between an Estate Tax and an Inheritance Tax?

Although Arizona doesn’t have an estate tax, the federal government does. Arizona doesn’t impose an inheritance tax either, but you could still have to pay taxes on inheritance that comes from another state. At Phelps LaClair, we understand that estate and inheritance tax laws and...

medical power of attorney arizona -- older woman and younger man sitting with with their backs to the camera, and woman has her head on man's shoulder
What Is a Medical Power of Attorney?

As we age, our medical needs change. That is just a part of life. And depending on your personal medical history, you may want to plan for an event where, if you cannot communicate directly with doctors and nurses, you have someone who knows your...

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Debunking the 4 Main Reasons People Do Not Have an Estate Plan

Here at Phelps LaClair, we know how important estate planning can be, and we want to make sure that you do as well! We want to eliminate any misconceptions you may have about estate planning, so you can protect yourself and your family’s future.  The benefits...

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