Trusts


leaving money to grandchildren in a trust

24 Sep Leaving Money to Grandchildren in a Trust

  Upon the arrival of a sweet little bundle of joy, a grandparent’s thoughts often turn to the financial stability of their loved one’s future. Helping provide for your grandchildren by leaving them the assets you’ve accumulated is a common practice. However, the best way to...

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crt estate planning

12 Sep What Is a CRT and When Would I Use It?

  Are you curious about a charitable remainder trust (CRT) distribution or how it relates to estate planning? Learning more about estate planning vehicles like irrevocable trusts and charitable remainder trusts will help you select the right ones for your situation.  We’ll cover those topics here and...

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trust distribution

15 Jan Trust Distribution

At Phelps LaClair, we are often asked how long it takes for a trust to be distributed. In our experience as a second generation law firm, we know that the general rule is to have the trust distributed within a reasonable time. But what does...

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estate planning - three people talking

02 Jun James Phelps on Your Life Arizona

James Phelps was interviewed on TV3’s Your Life Arizona this past week and answered some questions about estate planning. James is the managing partner at Phelps LaClair, with offices in Phoenix, Chandler, and Mesa. Phelps LaClair is approaching their 40th year in estate planning.   During the...

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