Estate Planning Blog

Decisions, decisions, decisions. Sometimes decisions are easy: two scoops instead of one, for example. Easy. But there are lots of decisions, especially in estate planning, that take a little more thought. One of the most important decisions you’ll make is selecting who will make decisions...

24 February, 2017

Over 25 years ago, Phelps LaClair founder Stephen Phelps decided that he would take advantage of the warm Arizona climate and try his hand at planting citrus trees. Well, try he did, and he soon had 30 citrus trees in his backyard! That may seem like...

08 February, 2017

A lot can change in three years. Just ask an iPhone salesman. And just as most millennials can't fathom carrying around the same phone for three years, you shouldn't consider keeping the same trust for any longer than that. You probably already know that among the...

24 January, 2017

“Certainty? In this world nothing is certain but death and taxes.” -Benjamin Franklin   Yes, it's true. Death and taxes are the two things in life we can't avoid. Even more discouraging is the fact that after a lifetime of paying taxes, it's possible that your estate is...

10 January, 2017

Happy New Year from the Phelps LaClair Team! We hope 2017 brings with it much success and happiness to you and yours. Are you one of the lucky ones who checked estate planning off your New Year to-do list quite some time ago? If so, good...

03 January, 2017

Around this time every year, we tend to get a lot of questions about how to gift money or property without paying a tax. With that in mind, here's a brief overview of some basics you need to know before your generous end-of-the-year giving.  When it...

06 December, 2016
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