living trust Tag Archives | Phelps LaClair

01 Jul Does My Business Belong in a Trust?

Posted at 10:39h in LLCs by Phelps LaClair Law

Trusts can be used to your advantage for personal and business reasons to accomplish your goals of reducing or eliminating your estate taxes. Other benefits of trusts include: asset protection, probate avoidance, and safeguarding from creditors or lawsuits. Many types of trusts exist, and they each...

08 Mar How are Trust Assets Distributed to Beneficiaries?

Posted at 09:00h in Estate Planning by Phelps LaClair Law

You can control how trust assets are distributed to your beneficiaries. Choosing the right trust distribution method will help protect your estate. It can be a complicated matter that’s best sorted out with the advice of an experienced lawyer. An estate planning attorney can help you...

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....

30 Apr Mother’s day and Legacy in Mesa, AZ

Posted at 16:19h in Asset Protection, Estate Planning, Living Trusts, Living Will, Uncategorized by Phelps LaClair Law

Mother’s day is coming up, and that means Moms all over the world will be honored for their nurture, training, and love. If you’re a mother, we want you to know we value your role as an influencer more than any other person’s role in...

05 Mar Trust Administrator Duties-Gilbert Arizona

Posted at 11:12h in Asset Protection, Estate Planning, Living Trusts, Living Will by Phelps LaClair Law

Living Trusts involve making wise decisions in order to protect your financial future. Good Living Trusts successfully designate who inherits your estate after you’ve passed away and when the finances are distributed. A good plan also protects your hard-earned finances and assets from loss and...

27 Feb Common Mistakes Of A Revocable Living Trust

Posted at 16:53h in Asset Protection, End of Life, Estate Planning, Living Trusts, Living Will 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...

19 Jan What is The Process of Trust Administration

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, NFA Gun Trusts, Power of Attorney, Special Needs Planning, Uncategorized by Phelps LaClair Law

Losing a family member is hard enough without the added stress of complications that can occur as a result of poor estate planning on the part of the deceased. But if a Revocable Living Trust is set in place, grieving family members will be spared...

23 Jan Rock Climbing For Fun and For Strength

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, NFA Gun Trusts, Power of Attorney, Special Needs Planning, Uncategorized by Phelps LaClair Law

You’ve worked hard all week. You’ve made countless business decisions, answered plenty of questions, attended quite a few meetings, and/or taken on scores of technical challenges. After all that mental strain your soul is longing to de-stress, and your body is asking for exercise. Sounds...

05 Jan Tips to Success In The New Year

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

With the turn of the calendar to a new year, millions of people are resolving to make positive changes. They're eager to develop new disciplines, forego bad habits, learn new skills, or take up new hobbies. But by the time February rolls around, enthusiasm for...

28 Dec Benefits of an IRA Trust

Posted at 08:00h in Asset Protection, Estate Planning, Living Trusts, Living Will, Power of Attorney by Phelps LaClair Law

Preparing for the future is an important part of life. An Individual Retirement Account (IRA) is one very common financial investment that includes tax benefits to help people save for their golden years and pass on an inheritance to successive generations. But if plans haven't been...

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