- Estate Planning Blog -

trust distribution
Trust Distribution

At Phelps LaClair, we are often asked how long it takes for a trust to be distributed. In our experience as a second generation law firm, we know that the general rule is to have the trust distributed within a reasonable time. But what does...

new year's resolutions
New Year’s Resolutions

At Phelps LaClair, we think it’s a perfect time to make some estate planning New Year’s resolutions. The holidays are over and the credit card bills haven’t yet arrived. The pressure is off for now, so it’s the perfect time to better plan for 2020...

DIY estate planning
DIY Estate Planning

Planning a trip to Lowe’s or Home Depot for the next project is always fun for the hobbyist in the family. You make your plans on paper and make a list of materials you need, then you head off to the forest of possibilities. It’s...

winter sports
Winter Sports Programs

Phelps LaClair is an avid believer in sports participation when it comes to creating a long, healthy and satisfying life. We love to stay active, and we find that there are benefits for every age group, even into the “golden years.” In the Phoenix Metro...

secure act
The SECURE Act

A bill has been passed by both houses of Congress that could impact the tax liability of any retirement funds that you pass on to your heirs. At Phelps LaClair in Chandler, Mesa, Phoenix and Scottsdale, the estate plans we write are designed to maximize...

retirement community
Choosing a Retirement Community

Our clients at Phelps LaClair, a 2nd generation estate planning law firm serving Chandler, Mesa, Phoenix and Scottsdale, have spent their lives putting together estates to leave to their heirs. As the autumn of their years approaches, they want to know the advantages of moving...

elderly parent guardianship
Elderly Parent Guardianship

With an aging population in the US, guardianship of elder parents has become a pressing matter. Phelps LaClair serves Chandler, Mesa, Phoenix and Scottsdale. We understand that there are practical, medical, financial, and emotional elements to elderly parent guardianship. We have helped thousands of clients...

estate tax planning 2020
Estate Tax Planning for 2020

As we approach the end of the decade, we look forward to what the 2020s will bring. One thing is certain: the gift and estate tax exemption is going to change. At Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale, we understand that moving targets...

Trust Administration
Trust Administration

When a family member dies with assets held in a revocable living trust, it is likely that someone in the family has been named as a successor trustee who will administer the trust. If this person is you, Phelps LaClair offers our condolences to you...

holiday fun in Phoenix
Holiday Fun in Phoenix

At Phelps LaClair, we believe that rest is important for our lives to be in balance. The author of the Bourne Trilogy series said, “Rest is a weapon.” As the year is winding down and we are heading into the busy holiday season, remember to...