Estate plans. You’re old enough to know they’re important. And for a while now, you’ve had that nagging thought in the back of your mind that it’s time to take steps and establish a plan for your financial future. But you don’t know what to...
As we age, we all understand the importance of taking time for a yearly medical checkup with our doctor. We also know biannual dental checkups are vital in helping to prevent tooth decay, so our teeth can remain healthy for the duration of our lives....
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...
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...
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...
At Phelps LaClair, we do estate planning in Phoenix, AZ really well. Though our focus is on helping you plan for the future, we also understand the importance of valuing life in the present. And that includes taking time to refresh and rebuild by getting...
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...
A Pet Trust legally specifies your desires for the ongoing care of your much-loved family pet after you’ve passed away or become incapacitated. In the first blog post of this two-part series about Pet Trusts and Estate Planning, we introduced the concept and explained why...
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...