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...
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....
Do I need to pay tax on inheritance in Arizona? As a premier estate planning law firm in Phoenix, Chandler, and Mesa, this is a question we often hear at Phelps LaClair. Our estate plans are custom designed to protect your assets and minimize tax...
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...
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...