living trust


what doesn't belong in a trust?

12 Jul What Doesn’t Belong in a Trust?

  Some assets work well in a trust, but others don’t. We’re going to help you outline what doesn’t belong in a trust and give you a quick breakdown on how revocable living trusts work. After getting your feet wet here, you can dive even further...

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using trusts as a business advantage, does my business belong in a trust?

01 Jul Does My Business Belong in a Trust?

  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...

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what’s in your estate plan

10 Sep What’s In Your Estate Plan?

  We all know the commercial that asks the question: what’s in your wallet? Well, we want to know: what’s in your estate plan? While a wallet carries ID, bank cards and cash, an estate plan contains so much more. In addition to your liquid assets...

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special needs planning

10 Jul Special Needs Planning

  Phelps LaClair, serving Chandler, Mesa, Phoenix, and Scottsdale, has helped 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...

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