Deciding to Draft Your Own Trust Portfolio Is A Bad Idea!
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?
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.
Lastly, he and his firm is an appointed representative for
Royal Metals Group as a Professional Precious Metals
consultant and sales advisor.