helping your successor trustee succeed
Helping Your Successor Trustee Succeed

At Phelps Law in the Phoenix Valley, Living Trusts (and in particular, Revocable Living Trusts) are a mainstay of our estate planning. But for a living trust to be entirely effective, several steps need to be taken. First comes the important task of fully funding...

Minimize Estate Planning Taxation in the Phoenix Valley
Let Jeffrey LaClair Minimize Estate Planning Taxation in the Phoenix Valley

There are many hidden gems in the Phoenix Valley; natural landmarks; historical firsts; interesting eateries and pubs; and Jeffrey LaClair. Yes, we include our very own Phelps Law attorney, Jeffrey LaClair, in that list of hidden gems. Jeffrey has strong experience and much wisdom regarding...

What Your Power of Attorney Cannot Do
What Your Power of Attorney Cannot Do

An important step in estate planning is to complete the paperwork for a durable power of attorney (POA). There are two types of powers of attorney, a financial POA and a health POA. A financial power of attorney document provides for someone of your choosing...

Phoenix, AZ on the Wills of history
Phoenix, AZ on the Wills of History

Today’s blog post visits the past with a curious look at the earliest will in history, and a quick jaunt through some strange ideas for bequeathing estates to family members or friends. At our Phelps Law offices located in Mesa, Chandler, and Phoenix, AZ, we’ve...

residential care facilities in Phoenix
Types of Residential Care Facilities in Phoenix

At Phelps Law, serving the Phoenix Valley, we’re passionate about helping others prepare for the future by creating estate plans that involve a strong long-term care plan. An effective estate plan covers several crucial financial bases. First, it provides an adequate financial base for your...

long-term care needs
Long-Term Care Needs, Medicaid, and Home Care rules

As you look forward to your retirement years, Medicaid is one possible income source to help provide for future Long-Term Care needs. It’s possible to be Medicaid eligible and still protect your financial assets for future generations. There’s a secret to being Medicaid eligible though,...

basics of wills and living trusts
The Basics of Wills and Living Trusts

Both a Living Trust and a Will are legal documents that state how you want your financial assets to be distributed after your death. But what’s the difference between a living trust and a last will and testament? Is one better for protecting future beneficiaries...

creating a living will
Creating A Living Will as Part of Your Estate Plan

Pope John Paul II said, “The future starts today, not tomorrow.” As an estate planning law firm in Mesa, Chandler, and Phoenix, Phelps Law has helped many families with planning their estates. We can affirm Pope John Paul II’s words: planning today for tomorrow is...

estate planning
Upcoming Free Seminars on the Top 10 Estate Planning Mistakes

Wouldn’t you love to be able to meet your estate planning lawyer before you choose to work with a certain firm? Making decisions about your estate isn’t something you take lightly. You want advisors who know what they’re talking about. That’s one reason Phelps Law,...

Estate Planning attorneys
Goals of Estate Planning in Arizona

In Arizona, probate can become active for any estate valued at $75,000.00 or greater, and it can cause your estate to be held up in court for months, or even longer. Probate also involves attorney fees and additional court costs, all of which can easily...