Professional Arizona Trust Services
Seeking free Arizona living trust
information? Use our handy
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information fast. Whether you seek a low cost trust
portfolio, an update or need to settle a living
trust or simple estate -- youhave come to the right place.
Also, through our separate Realtor services, we can
list and sell your estate home/s or other investment
property quickly at FULL value at a very reasonable cost. If you are the
Estate Administrator (Personal Representative or Trustee), let our
assist you with this important task as well.
7 Ways To Assist You
Draft from scratch, a modern high quality
Arizona living trust
and other required estate planning documents.
Update a current trust and other
important estate planning documents.
Settle any Arizona living trust
or simple estate for your loved one who has passed away.
Consult on any other
general financial issue that directly or
indirectly affects a living trust, regardless of where it
Refer you to other professional lawyers and CPA's if you
need additional trust related legal or advanced
Help you list for sale a current home in trust or help you
purchase a home direct with your living trust serving as
Assist you when you inherit a
"Trust Owned" IRA from
your spouse or non-spouse relative, after their death.
order to make the best decisions in
your own estate planning or that of your loved one, we
provide imporant information, noting it is to be considered "General
Legal Information" under Arizona state law.
Regardless of what you are searching for, you
can get help right now by resources on this website or
you can call for immediate help at:
No Obligation or Charge for your
Living Trust Information
101 Trust Education Learn about the history of living
trusts and how they work.
to Avoid Mistakes?
& avoid costly estate planning mistakes.
What If I Draft My Own Trust Documents?
why that could get you all twisted up later.
Financial Strategies, Inc. and M.D. Anderson
There is a reason why you should
hire an adviser with 42+ years of experience and practice.
Learn more about the company and long term Arizona company owner.
Be sure to click on
to review the complete package costs or to actually order
YOUR UPDATE OR
NEW TRUST PORTFOLIO online.
NOTE: FSI gives an additional 10%
discount for all "internet" orders received and
paid online at the time of ordering!
ON CHEAP TRUSTS!
properly drafted Arizona living trusts must meet certain minimum
standards, especially since Arizona has adopted a version
of the Uniform Trust Code. (known also as the UTC)
Be especially cautious if
any work you pay for does not have specific Arizona statutes
and codes quoted in it.
That is a SURE SIGN you have purchased a "trust mill" type trust.
You get what you pay for.
Good work normally is not cheap
and cheap work normally is not good...
However, using an experienced Arizona certified legal
document preparer (AZCLDP) can help you save money for new
and updated estate related documents. You can obtain the quality legal
documents you expect at an affordable and reasonable cost
factor by using our professional legal document preparation services.
(M.D. Anderson has 42+ years of financial services experience)
cordially invite you now to visit my firms' additional pages
and websites so you can get special internet
secured credit card portal allows you to
hire me and get an automatic 10% discount as well for hiring
you desire a modern and complete Arizona Living
Trust Portfolio, or updates to your current legal document
portfolio, I would love to assist you right now.
ask you to
E Mail me at:
for any further questions you may have, or to engage my
services, just give me a call. I have found
that this work is a journey, just like life itself. I was granted
the skills to not only create and draft quality trust
portfolios, but to be able to help families understand them
and assist them when they need help the most.
Many children of
my senior clients here in Arizona and around the United States now carry a
Trust ID card I gave their parents with my nationwide toll
free number on it. They are ready when they get that dreaded
call..."something has happened to Mom...".
They like knowing someone in Arizona is on
"stand by" no matter what time of day or evening it is.
Regardless if I
ever personally meet you, or if I ever do business with you, it has been my extreme pleasure to meet you
electronically in this format. I wish you the best in good
health and to have a long and happy life!
M.D. Anderson, President
Some Testimonials are available below for those who may still
need some coaxing or convincing that my services are premier
and priced fairly. (Note the long term relationships mentioned by some)
(Received on 9/30/08)
"My first interaction with Mike
happened back in September 2005 approximately 1 month
after my mother passed away in Sun Lakes, Arizona. Mike
had made my mothers living trust some years prior to her
death. I had copies of bits and pieces of the trust my
mother had sent me but had never seen the whole trust
until it was given to me by her new husband of 8 months
only hours after her death. Being unfamiliar with the
trust as well as devastated by the sudden passing of my
mother I went through it briefly and hit what I felt
were the high points. It wasn’t until I arrived back in
Spokane, Washington that I sought out help ciphering
through the whole trust with the help of a reputable
living trust attorney. His initial charge to complete it
all would be between $15,000- $25,000. It was a fairly
substantial trust but I felt that was a bit over the
top. I then sat down and read it cover to cover and
stumbled upon a statement that said to contact Mike
Anderson if any problems were encountered reading the
trust. So I figured I’d contact him before proceeding
forward of course figuring another big price tag to get
Boy was I
pleasantly surprised after speaking with Mike for just a
few minutes and finding out he could take care of
everything for somewhere around $1000-$1500 depending on
what changes my mother had done to it. I sent the trust
to Mike. From that point on I never had any worries.
Mike kept in constant contact with me always keeping me
informed of what needed to be done and when and then he
took care of it. My mother (bless her heart) had made
quite numerous changes some on her own and some with
assistance from her new husband of 8 months. Most
changes were done by pencil scratch out and re-written
in new information. Mike was able to cipher through all
the legal and questionable changes that had taken place
and handled everything there in Arizona.
I felt so
comfortable with Mike’s guidance and knowledge I had
him go ahead and make living trust’s for both me and my
wife. I have been in contact with Mike over the last 3
years asking guidance when I make additions and changes
to my trust and he is always very expedient and
professional in getting back to me. I cannot thank Mike
enough for all the monetary value he saved but more for
all the mental grief he saved me. Thanks Mike!"
Retired MSgt USAF
Max & Ellen Eskildsen
Mead, Washington 99021
(Received on 6/27/08) "I have known Michael Anderson for
some time as both a colleague and as an associate of our 105
year-old Brazilian international law firm, located in Rio de
Janeiro. Mike and his Arizona firm, Financial Strategies,
Inc. has been contracted to do strategic financial, tax,
trust and estate planning and development on behalf of an
important and long-standing client, a member of one of
Brazil’s most famous families with assets in Brazil and
personally attest to his business acumen, sharpness of mind,
outstanding professional abilities and most importantly, his
honesty, integrity and professionalism in accomplishing the
most difficult and complex tasks put to him. Mike’s
personal interest in the well-being and concern for the
client’s interests entrusted to him is remarkable and
noteworthy. His Estate Planning & Trust Portfolio has become
a model for others attempting to match his efforts in
producing such an important and meaningful document to both
clients, their heirs and family members.
has constantly dealt with professionals in all sectors
world-wide over the years and I can attest to that fact that
Mike is head and shoulders above them all. We look forward
to a continued and fruitful relationship with Michael
Anderson and his firm for years to come."
Saul S. Gefter, Esq.
U.S. Consul (ret.)
Member, D.C. Bar Assn.
Petrópolis, RJ Brazil
(Received on 6/14/08): "It was my mother,
Berniece Robb, who first introduced me to Michael
Anderson. Mother's tax accountant extraordinaire for a
period of time, she became aware of Mike's family trust
preparation capabilities. Contacting referrals, she
received splendid encouragement from individuals who had
engaged Mr. Anderson in preparing their trusts. Mother
placed her confidence in Mike and asked him to proceed with
her estate. Soon after, as I was a widow with three
children, Mother encouraged me to do the same. That
was winter of 1992.
Mother died in April of 1996.
As difficult as the loss was emotionally, Mike stepped
up to the plate (Mike was only a phone call away),
just as he informed us he would and as the trust would.
As successor to Mother's estate, I had immediate access to
her accounts, including the ability to write checks for her
funeral expenses. There was no probate, no waiting, no
need for approval from brokerage houses and financial
institutions, and no added expenses. Everything was in
order and fell mercifully in place, thanks to Mike's
foresight in trust preparation.
updates may be necessary due to changes in the law (I have
had one), I can say with confidence that I have peace
of mind Mike will inform me of such changes and my children
will experience the same ease when it comes time to settling
my estate at my death. My children will know my final
wishes. Short of that, the individuals I have chosen
will have the trust tools (Powers of Attorney), to deal with
all health and financial issues should I be incapable of
In all sincerity, Thank you Mike Anderson for
offering me "Shaffer Family Trust" peace of mind.
(Received on 5/8/08):
"Mike Anderson has been handling our taxes
for our small business for about 20 years. He never keeps us
waiting for answers when we have questions about anything
from taxes to finances to real estate. He is very
knowledgeable and we know that we can trust his advice.
did our trust for our family and it was wonderful! He
seems to make it come alive by the way he represents the
family in personal ways by adding pictures of us and even
our pets. Mike makes our life run more smoothly and he
does it at a very affordable price."
Frankie and Dennis Malicowski
Testimonial #5 A
Client Family Thank You Card
First, please review all estate planning documents our firm
General Review of
FSI Document Services
Review Legacy Trust Portfolio Pricing:
Single Trust Portfolio
Married Trust Portfolio
Or call us for anything else at:
(There is no obligation or cost)
Free Service Forms & Services
Help yourself to
these free forms. They are the necessary service forms
for those thinking about doing a trust portfolio or major
trust portfolio update with our firm. And, of course,
if you have decided to employ our certified document
preparation services for your living trust at this time,
this is a handy way to get instant access to everything you
need to get started.
All are in PDF
formats, which allow you to view online, save to your
computer, or print online as well!
What Information Do I Need to Do a Trust?
FSI Current Pricing Sheet -
Single Trust Maker
Married Trust Makers
FSI Disclosure Form
FSI Legacy Trust Portfolio Data Worksheet
And, if you need a definition of a legal term, just
CLICK to visit the FSI Law Library For Estate
Tired of Doing Your Own Income Tax Returns?
Why not take a break from all that work and hire MD instead?
Or, if you are tired of the current service you use or
advisor - why not just stay home and send MD your paperwork?
(Free PDF portals are provided)
Take A Look At The Individual & Portfolio Documents
Available To Order Online -- And Important "On line" Pricing
Disclaimer: The information
contained on this site, though deemed reliable and accurate, is solely
the opinion and statements of the advisor profiled. Therefore, it should
be considered "general" in nature and no action should be taken based on
this information until such time your specific situation and
circumstances can be reviewed and analyzed by competent and qualified
tax, insurance, legal, and/or other financial advisors. This information
is not intended, nor should be construed as legal advice. FSI can not
and will not give you legal advice. If you need legal advice, we can
refer you if you desire and request it. Founded in 1990, FSI is a
long-term Financial Advisory and Arizona domiciled Corporation now
providing services nationwide and in some foreign countries. Services
profiled herein are available unrestricted to Arizona residents.
Residents outside of Arizona are eligible for certain consulting
services and to legal (lawyer) referrals by our firm when requested of
us. For Arizona residents, communication with an Arizona Certified Legal
Document Preparer (AZCLDP) are private and confidential but are not
"privileged", such as they would be with an actual Lawyer.
Besides being a licensed Arizona Certified Legal
Document Preparer, Mr. Anderson is also an Arizona
Professional Accountant/Consultant and registered IRS tax
preparer and ERO (Electronic Return Originator) agent/firm.
He also is an Arizona licensed Professional
(Realtor®)/consultant (with Realty One Group) and a licensed Professional insurance
agent and corporation for life, health or annuity sales.
Terms & Conditions of Use Policy
which can be referenced or reviewed by clicking on the highlighted text
in this sentence above.
Corporate Member, Arizona Association of
M.D. Anderson is a personal member of the NEA
(National Ethics Association) for multiple