revocable living trust Tag Archives | Page 4 of 4

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...

planning your estate - person holding horse

07 May Health Benefits Of Horse Riding in Mesa, AZ

Posted at 11:39h in Estate Planning, Outdoor Fun by Phelps LaClair Law

When it comes to preparing for the future, Phelps LaClair, located in Mesa, Gilbert, Chandler, and Phoenix, AZ, is ready to come to your aid in every aspect of planning your estate or establishing your LLC. But when it comes to keeping your body and...

IRA Inheritance Trust - five hands holding each other

04 May Stretch Your IRA to the Next Generation With an IRA Inheritance Trust

Posted at 10:04h in Asset Protection, Estate Planning, IRA Inheritance Trust, Living Trusts by Phelps LaClair Law

You’ve got a nest egg set aside in the form of an IRA (or another company retirement plan that you may eventually roll over into an IRA). And you’ve heard that Internal Revenue Service regulations now permit you to “Stretch-out” income-taxable distributions for a much...

Wills and Trusts - computer keyboard with a green TAXES button

23 Mar Does Arizona Collect Estate Taxes?

Posted at 08:32h in Asset Protection, Estate Planning, Living Trusts, Living Will 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...

wood and stone bridge with trees and greenery around

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...

Boundaries are Good! | Protect Yourself with a Revocable Living Trust - people at a dining table

20 Nov Boundaries are Good!

Posted at 12:57h in Living Trusts by Phelps LaClair Law

As parents, there are many areas in life where we need to apply wisdom. For example, we love our children, but we may not want to give them full access to our assets or finances. At Phelps LaClair, we've met quite a few clients who...

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