At Phelps LaClair, located in Phoenix, Chandler, and Mesa, AZ, we specialize in estate planning. For some, that includes special needs planning. A Special Needs Trusts is valuable if you’ve got a disabled child, or if you desire to name a disabled person as your...
We love our work. You might say it’s in our genes, since we’re a second generation estate planning firm. Stephen Phelps started our firm and was a friend to his clients, known for his wisdom and his good sense of humor. Today, James Phelps and...
You want to take steps to set up a Living Trust for your family so that if something were to happen to you and your spouse, the trust would enable your hard-earned finances to be available to provide for your children. Should you give the...
When it comes to preparing for the future, Phelps LaClair, located in Mesa, Gilbert, Chandler, and Phoenix, AZ, is ready to come to your aid in every aspect of planning your estate or establishing your LLC. But when it comes to keeping your body and...
Phelps LaClair has offices in Phoenix, Chandler, and Mesa, AZ. We do estate planning, which includes helping you with Wills and Trusts, Trust Administration, Special Needs Planning, and most other aspects of securing your financial future. Since it’s our business to help you look ahead,...
You’ve got a nest egg set aside in the form of an IRA (or another company retirement plan that you may eventually roll over into an IRA). And you’ve heard that Internal Revenue Service regulations now permit you to “Stretch-out” income-taxable distributions for a much...
Taxation on Wills and Trusts? Part of wise estate planning is to understand laws concerning taxation of wills and trusts before you or your beneficiaries need to act on them. Phelps LaClair, serving Chandler, Mesa, Phoenix, Scottsdale, and Gilbert, has been helping clients with the ins...
If you live in Arizona and you’ve been thinking about protecting your financial assets for the future, it’s wise to understand the state’s legal processes concerning wills and trusts. James Phelps is a second generation estate planning attorney at Phelps LaClair, serving Chandler, Mesa, and...
As the saying goes, experience is a great teacher. Added to two generations of legal know-how, experience has given Phelps law (in Chandler, Mesa, and Phoenix Arizona) tremendous foresight in setting up our clients’ estates for a successful future. We know what works and we...
You’ve worked hard. And with good financial planning, you’ve been able to set aside a nest egg that amply provides for a comfortable retirement. In addition, you’ve been able to generously care for your special needs child throughout his or her childhood, and into adulthood....