estate planning attorneys Tag Archives

If you’re a single parent, creating an estate plan is more important than ever. Here are three steps you can take to secure your child’s future.

14 Dec Three Crucial Estate Planning Moves for Single Parents

Posted at 08:15h in Estate Planning by Phelps LaClair Law

Being a single parent is quite common in the United States—in fact, the Census Bureau estimates that 23% of U.S. children live in single parent homes. Some people begin the parenthood journey all on their own, while others might have lost a partner to death...

does arizona collect estate taxes, estate tax laws in arizona

23 Mar Does Arizona Collect Estate Taxes?

Posted at 08:32h in Asset Protection, Estate Planning, Living Trusts, Taxes by Phelps LaClair Law

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...

28 May Pros and Cons of Irrevocable Trusts

Posted at 11:27h in Asset Protection, Estate Planning, Irrevocable Trusts by Phelps LaClair Law

A trust fund is a legal document set up and funded by a grantor to help a beneficiary. It is administered by a trustee. At Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale, we have helped thousands of people create revocable and Irrevocable trusts. Most...

10 Jul Special Needs Planning

Posted at 10:41h in Special Needs Planning by Phelps LaClair Law

At Phelps LaClair, we've been families with special needs loved ones for many years. If you are taking care of adults or children with special needs, such as mental or physical disabilities, you have probably asked yourself what would happen to them if you became...

Living Trusts or Wills - person holding up baby

11 Jul Real Family Conversations About Estate Plans, Part 2

Posted at 15:52h in Estate Planning, Living Trusts by Phelps LaClair Law

Having transparent conversations with your adult children about your estate plan is difficult enough without the complication of divorce or remarriage. And if there are stepchildren involved, maintaining healthy relationships while planning for the future can be even more challenging. At Phelps LaClair, we specialize in...

Here are some tips on how to keep yourself and your loved ones safe during the scorching summer heat in Arizona

27 Feb Common Mistakes with Revocable Living Trusts

Posted at 16:53h in Asset Protection, End of Life, Estate Planning, Living Trusts by Phelps LaClair Law

As the saying goes, experience is a great teacher. Added to two generations of legal know-how, experience has given Phelps law (in Chandler, Mesa, and Phoenix Arizona) tremendous foresight in setting up our clients’ estates for a successful future. We know what works and we...

To set future generations up for financial success, you need to have a plan in place for transferring that wealth with the fewest penalties possible. Here's how to build generational wealth with estate planning.

01 Apr How Estate Planning Can Help You Build Generational Wealth

Posted at 12:19h in Estate Planning, Inheritance, Living Trusts by Phelps LaClair Law

You’ve spent your whole life working hard to achieve your financial goals, and of course you want to pass that wealth on to your children and grandchildren. However, building generational wealth involves much more than acquiring valuable assets. It also takes some careful financial planning,...

In this guide, we answer the most frequently asked questions about inherited 401K accounts and how your 401K fits into estate planning.

24 May Your 401K and Your Estate Plan

Posted at 09:57h in Estate Planning, Retirement Planning by Phelps LaClair Law

Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...

If you want to begin your retirement with peace of mind, you should make setting up your estate plan a priority.

29 May Estate Planning and Retirement: Why You Need an Estate Plan Before You Retire

Posted at 14:25h in Uncategorized by Phelps LaClair Law

Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...

Estate plans - person addressing gathering

22 Jun Estate Plans Explained-Upcoming Seminars-Phoenix Valley

Posted at 09:52h in Estate Planning, Free Seminars, Living Trusts, Living Will by Phelps LaClair Law

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...

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