Sleep Well Every Night
I know my Legacy
Trust Portfolio clients sleep better knowing they have done
everything legally possible to protect their estates.
Spending around a thousand dollars
for a new trust portfolio (living trust plus all other
necessary legal documents) or about 1/2 that amount to
update an older trust or out of state trust just makes good
Especially when it allows you to sleep better knowing you
have done all you can to protect assets you
worked all of your life to accumulate. Essentially,
you are protecting the ones you love most from the
added expense and time delays of probate.
doing this good work and keeping it up to date has another
advantage as well. By never producing probate financial
records (which portions are visible to anyone searching the
internet), you don't invite the internet crooks and con man
who would just love to take over your identity.
it or not, they can even to that AFTER you die!
not avoid the
chance to create probate financial records in the first
place? Those records can aid an identity thief or any thief
or con artist who then can easily "read about you" on the
internet! In other words, don't seed a potential crime
upon your heirs that will be receiving your property after
your demise by creating needless public probate
Example: If a
con artist or thief reads your probate records, they most
likely could learn about your heirs and maybe even their
address's. They surely would learn more about your estate
assets! What would stop them from staging a fake flat tire
in front of the home of your daughter, for example, that
just inherited a $250,000 brokerage account? Why even let it
point, I must give you a disclaimer statement:
Just because you draft an Arizona Living
Trust, it doesn't mean some identity thief will not still
dig through your trash at night and find your birth date,
social security number, or credit card numbers. And then use
that information to help take over your identity. Even after
you die mind you.
Here is a
guaranteed solution to reduce chances for that happening:
Well, if you
think this concept might be what you are looking for, and
you have already had a few restless nights worrying about
your money or how you family will get along when you are gone, just keep
reading. I will try to give you all the choices you
have in Arizona for drafting the needed documents you now
may be seeking. (Or peace of mind you desire)
If you want more
information on protecting against identity theft,
United States Department of Justice Website.
Take A Look At The Individual & Portfolio Documents
Available To Order Online -- And Our Important "On line" Pricing
Years of Practice Shows in the "Legacy Trust" Custom Trust
Strategies, Inc. celebrated it's 25th corporate year doing
business in Arizona in 2015! (July 4th!!!), I am proud to
have delivered hundreds of trust portfolios to Arizona
consumers. All without one complaint ever!
In fact, no professional complaints in multiple states of
practice have ever been filed in my multiple financial
occupations or practice for all 40+ years of total practice!
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 OR IN THE FUTURE?