living trust Tag Archives | Page 4 of 6

10 Jul Special Needs Planning

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

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...

28 May Pros and Cons of Irrevocable Trusts

Posted at 11:27h in 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...

16 May Generation Skipping Trust

Posted at 12:17h in Estate Planning, Living Trusts by Phelps LaClair Law

There is a famous saying: “It’s not so much what you earn that’s important, it’s what you can keep.” Everyone is on the lookout for ways to reduce their tax burden. Phelps LaClair is a 2nd-generation estate planning law firm serving Chandler, Mesa, Phoenix and...

Funding a Living Trust in Phoenix & Scottsdale - palm holding stack of dollar bills and stacks of coins

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....

23 Nov Why a Revocable Trust?

Posted at 10:44h in Estate Planning, Living Trusts by Phelps LaClair Law

Why Do You Need a Revocable Trust? “Where there’s a will, there’s a way” is an oft-quoted saying that means if you want something badly enough, you will go to extraordinary lengths to get it. At Phelps LaClair, serving Chandler, Mesa, Phoenix and Scottsdale, the saying...

benefits of estate planning - person holding burning currency bills in a fan-like arrangement

27 May Aretha’s Handwritten Will(s)

Posted at 11:03h in Estate Planning, Living Trusts, Probate by Phelps LaClair Law

Aretha Franklin has been in the news this week. She died last August without a will, and her estate of $80 million dollars has been tied up in probate court. It was announced several days ago that as some of her belongings were being moved...

estate planning tips for newlyweds - married couple

20 Mar Estate Planning Tips For Newlyweds

Posted at 09:39h in Asset Protection, Estate Planning, Living Trusts, Living Will, LLCs, Power of Attorney by Phelps LaClair Law

At Phelps LaClair, we love the springtime. It’s a perfect time for looking ahead in anticipation of new life and new challenges. Spring is the time when a young man’s fancy turns to . . . well, you know. When birds are building nests and...

Trust Administrator Duties-Gilbert Arizona - person with head resting on hand

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...

types of trusts - front view of a large stone house

18 Aug Types of Trusts Used in Estate Planning

Posted at 11:51h in Estate Planning, IRA Inheritance Trust, Living Trusts, Special Needs Trust, Veterans Asset Protection Trust by Phelps LaClair Law

There are many kinds of trusts, and sorting through which one is right for your estate plan can feel a little like trying to figure out the best car to buy among the more than 240 models available in the United States. Fortunately, there are...

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, Living Will 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, serving Scottsdale...

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