15 Apr

Posted at 14:15h in Estate Planning by

  It’s never too early to plan for retirement. It may seem obvious, but in retirement your income will usually be less when compared with your working years. That’s why it’s a good strategy to begin saving while you have income. Tax-saving strategies during retirement will...

01 Jan

Posted at 14:09h in Estate Planning by

A bill has been passed by both houses of Congress that could impact the tax liability of any retirement funds that you pass on to your heirs. At Phelps LaClair in Chandler, Mesa, Phoenix and Scottsdale, the estate plans we write are designed to maximize...

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