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 asset protection for you and your heirs, provide excellent options…
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 create uncertainty. Let’s consider how to plan for the possibilities…
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