If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...
No matter who is elected (or re-elected) on November 3, estate planning tax strategies post-election will need to be reassessed. Phelps LaClair is a second generation estate planning law firm serving Chandler, Mesa, Phoenix and Scottsdale. Helping our clients to navigate changing tax laws is...
Building generational wealth starts with you. Making smart financial decisions and setting up a sound estate plan will help you set future generations up for success. But you also need to instill strong financial and family values if you want your legacy to continue to...
Identifying estate planning scams isn't always easy. The people behind the scams are often sophisticated and practiced in the art of deceit. At Phelps LaClair, we want to arm you against attacks like inheritance tax scams by educating you about them and giving you the...
Starting conversations about things like inheritance and end-of-life decisions can be very difficult. However, it’s important to discuss these topics with your parents sooner rather than later. The decisions they make now will significantly impact your life in the future. By making sure they have...
If you or a loved one dies without a will, the Arizona inheritance laws can complicate the process of distributing your assets. At Phelps LaClair, we can help you leave an inheritance without burdening your loved ones. We can also help incorporate any inheritance you...
Some aspects of estate planning can be extremely complicated and lead to headaches—especially tax issues. Whether you’re the estate planner, the grantor, or a beneficiary, the experts at Phelps LaClair can answer all of your questions. You could be in the beginning phases of estate planning...
There are changes that are coming with a new Presidential administration in 2021. Changes in the Federal Tax Code are expected to be announced soon. At Phelps LaClair, serving Mesa, Chandler, Scottsdale, and the Phoenix Valley, we know one of the questions will concern the...
Many of our clients at Phelps LaClair have property and financial holdings in foreign countries. They may own property in a nation other than the US. Or, they may have offshore bank accounts or stocks in foreign based companies. There are special considerations in estate...