Long Term Adviser and
Introducing M.D. Anderson, President,
Hello! I am M.D.
Anderson, a long-term financial advisor originally from
Forest City, Iowa. I have been practicing estate planning
and financial consulting now for over 42 years. FSI was
incorporated in 1990 here in Arizona.
As an AZCLDP, (Certified Legal Document Preparer), I am
authorized and licensed to
draft legal documents in Arizona. I am also a
practicing estate consultant and accountant, licensed
insurance adviser, nationally
recognized inherited IRA
consultant and a licensed real estate
Realty One Group in Tempe, Arizona.
Because of my broad
levels of practice and experience, few other Arizona
document preparers would have the perspective I apply to
client relationships. My financial and legal consultants and
associates I work with from time to time are also
available for just about any question you may have
on your finances.
10 Reasons to Call Me Right Now
other AZCLDP's have practiced in legal documents in Arizona
since 1991. (I only do estate planning documents) I have
been an estate planner since 1976 and have written 100's
of Arizona trusts since 1991.
Sadly, over 100+ clients have used
my trust at death so far! Only one as far as I know, had
to enter into simplified probate. (Due to undue
influence of a new romantic interest removed assets from
preparers take the extra time to
list each asset with
actual account numbers and assist in funding until the
funding process is completed. I can do so because of
licensing in real estate and insurance, which allows
much more depth in understanding the proper funding
procedures for your assets and being legally authorized
in assisting you in the complicated funding process. Note:
An unfunded trust is worthless. And, an incorrectly
funded trust may be worse than ever having one!
I am a
nationally known and quoted IRA
consultant. All 401-k's, 403b's, and other pension plans
sooner or later become an IRA at retirement. And all can
be "stretched" to pay for generations if set up
properly. Knowing how to re-title IRA's is extremely
important!!! I have already saved my Arizona clients
hundreds of thousands of dollars in needless tax when
they die with a large IRA by preplanning for an
"Inherited IRA". Warning: Some of the fastest
talking, high ego financial planners have and will tell
you to cash in your parents' IRA as the only option. The
truth is, it is the only option that
allows them to get a new "lump sum" commission on
more information on how to set up your IRA for
"Inherited IRA" status, just visit this popular
nationally recognized information site also sponsored by Financial Strategies,
Also being a
practicing accountant and tax consultant since 1987 allows me to have great
depth in understanding all tax provisions in my company
"Legacy Trust" portfolio series and explaining them
adequately to my legal document clients. Filing estate
and trust tax returns for clients is also a normal
service FSI provides to our legal document clientele as
well as to clients around the country who engage our
estate/trust settlement consulting services.
knowledge and experience as a
as well just expands my scope
and coverage in funding a trust properly.
One Group/Tempe Office)
service is available. I take great pride in my
services provided to any metro Phoenix resident who has
difficulty traveling. If you
desire, I will come to your home to discuss or draft
your trust portfolio, all for your convenience and
comfort! And I not only service the work I produce, but I will give document service to anyone
who has an out of date trust or wants changes
product may very well be the best designed, complete,
and legally correct trust portfolio available in Arizona
from a non-lawyer AZCLDP. This assumption is based on other competitor
products that have been reviewed for over 25 years in my
legal document preparation practice. I give you about 275 pages of quality estate
planning documents (marital trusts) that are long and lengthy by design
to be sure all contingencies are covered. Better yet, I
follow rigid update parameters to be sure my master
documents comply with strict Arizona state statutes as
well as Federal statutes, and all law changes that
affect both of them. I then offer affordable updates
when changes are needed.
Unlike most Arizona based legal
documents, my portfolio documents give coverage out of
state as well as around the world.
portability clauses, you will get extension of
protection no matter where you travel to - even if
you are rich enough to take a space trip!
Extras! Extras! Extras! I do family
documentations, digital photography inserts, trust
stationary, etc., that others would never dream of
including -- all at one set "package" price! If you
don't have pictures available for scanning or transfer,
I even give away a free photo session to get up to date
pictures into your portfolio! Also, free designer
pens, note pads, web access, etc. etc.
I even have a new
authoring service to help you document your life --
while you are still here!
available right now! You can call me and get
started without delays, excuses or unknown expenses that
will later add to your billing. Just one set fee
covers all services provided by my firm. In just a
matter of days after you provide all data to me, your
professional Living Trust Portfolio can be signed and
Strategies, Inc. celebrated it's 25th corporate year doing
business in Arizona on July 4th, 2015! I am proud to
have delivered hundreds of trust portfolios to Arizona
consumers. All without one
regulatory complaint ever!
HOW IMPORTANT IS THAT AS YOU NOW
SEARCH FOR THE RIGHT FIRM TO DRAFT YOUR NEW TRUST
DOCUMENTS? OR TO UPDATE A CURRENT TRUST? OR TO
HELP SETTLE A TRUST NOW?