IRA Inheritance Trust Category Archives

Trust Administration Phoenix - silhouette of person against a mountain range

18 Sep Choosing A Trust Administrator in Phoenix, AZ

Posted at 12:49h in IRA Inheritance Trust, Living Trusts, Special Needs Trust, Veterans Asset Protection Trust by Phelps LaClair Law

You’ve begun to set in place a Living Trust that will protect your assets and keep your estate from going through the expense and delay of probate. But there’s one area of your planning that has been causing you a bit of difficulty: you’re struggling...

inheritance tax arizona - tax time note and tax forms

11 Nov Do I Need to Pay Tax on My Inheritance in Arizona?

Posted at 09:02h in Estate Planning, IRA Inheritance Trust by Phelps LaClair Law

Inheriting assets from a loved one, no matter how small, can be both a blessing and a curse. One of the many questions that may arise when trying to navigate the complex process of settling an estate in Arizona is whether or not you have...

man carrying baby on shoulders white background

31 May Is an Inherited IRA Protected from Creditors in Arizona?

Posted at 19:49h in IRA, IRA Inheritance Trust by Phelps LaClair Law

An Individual Retirement Account (IRA) is a valuable asset, and many people choose to leave their IRA savings to their loved ones. But even though retirement accounts are not subject to probate, they do face other risks. There are no federal protections against creditors for inherited...

ira withdrawal rules -- woman and man in business meeting

29 Nov What Happens If I Withdraw IRA Contributions Early?

Posted at 13:31h in Estate Planning, IRA Inheritance Trust by Phelps LaClair Law

There may come a time when you want to withdraw money from your individual retirement account (IRA). Perhaps you wish to use it to pay for college expenses for yourself or your children. Maybe you recently had a baby and could use some extra income....

ira for kids -- African American father and teen leaning against a car

22 Oct Setting Up a Roth IRA for My Child

Posted at 13:58h in IRA Inheritance Trust by Phelps LaClair Law

Did you know that you can set up an IRA (individual retirement account) for your kids? It's never too early to start planning for retirement! Thanks to the flexibility of Roth IRAs, any child who has earned income can open a Roth IRA. Parents and...

Funding a Living Trust in Phoenix & Scottsdale - palm holding stack of dollar bills and stacks of coins

18 May Funding a Living Trust in Phoenix & Scottsdale AZ

Posted at 15:34h in Estate Planning, IRA Inheritance Trust, Living Trusts by Phelps LaClair Law

You’ve begun taking steps toward planning your estate. And rather than creating a will, you’ve decided to establish a trust fund, which, if funded properly, will enable your assets to be privately distributed to your loved ones without the delay or expense of probate court....

types of trusts - front view of a large stone house

18 Aug Types of Trusts Used in Estate Planning

Posted at 11:51h in Estate Planning, IRA Inheritance Trust, Living Trusts, Special Needs Trust, Veterans Asset Protection Trust by Phelps LaClair Law

There are many kinds of trusts, and sorting through which one is right for your estate plan can feel a little like trying to figure out the best car to buy among the more than 240 models available in the United States. Fortunately, there are...

IRA Inheritance Trust - five hands holding each other

04 May Stretch Your IRA to the Next Generation With an IRA Inheritance Trust

Posted at 10:04h in Asset Protection, Estate Planning, IRA Inheritance Trust, Living Trusts by Phelps LaClair Law

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...

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