Arizona Living Trust Information

08/30/2022

Protect those you love most. Chat with us. Thanks

09/22/2020

https://www.arizonatrustportfolios.com/blog/2020/9/22/no-go-years

Learn about lifetime guaranteed income and why it may be more important than maintaining taxable investment assets.

06/18/2020

www.arizonatrustportfolios.com/blog/2020/6/18/sleep-disorders

The year 2020 is causing sleep disorders. It may be time to reduce the stress of stock market investing. At least until things cool down some.

06/18/2020

https://www.arizonatrustportfolios.com/blog/2020/6/18/sleep-disorders

The year 2020 is causing sleep disorders. It may be time to reduce the stress of stock market investing. At least until things cool down some.

03/31/2020

https://www.arizonatrustportfolios.com/blog/2020/3/31/financial-todos

Virus, jail, financial tips, Arizona financial adviser

12/06/2019

https://www.arizonatrustportfolios.com/blog/2019/12/6/decant-rant

Simple procedures allows changing a once deemed unchangeable irrevocable trust in Arizona. It is not as hard as you may think.

09/26/2019

https://www.arizonatrustportfolios.com/blog/2019/9/26/trust-betrayed

Arizona residents work hard. But few stop to understand just how easy financial control can be taken away from them of ALL of their assets. Investigate the best way to avoid a court supervised conservatorship in Arizona. Before it's tool late!

09/18/2019

A good man will work his whole life to support his family and when he grows old, to leave enough money behind to continue to take care of his family. But some times it takes a good woman to suggest getting your house in order just in case the main breadwinner died.

Sadly, the best plans often fall on stony ground due to procrastination, bad advice or bad investments. If you or someone you know wants free help on how to properly plan an estate, just ask for a free consultation.

FSI has planned hundreds of estate plans, settled well over a hundred client deaths over the years, and is a low cost alternative to higher priced law firm programs.

Our clients include a General at the Pentagon, so think of us first or refer us to that special someone that may need a little help right now in planning their estate.

05/28/2019

https://www.arizonatrustportfolios.com/blog/2019/5/28/ira-redo

Is the stretch IRA about to die? The best answer is YES and by the end of the year!

05/02/2019

GREATEST ASSET

Doing business with a financial advisor with 43+ years of experience means he has seen and done everything in financial services. But is he too old to be competent? Never!

12/19/2018

https://www.arizonatrustportfolios.com/blog/2018/12/19/irs-scared

Are you IRS scared? You shouldn’t be. If something comes in the mail from the IRS, don’t stress over it. Hire a professional tax adviser that can assist you and help you dissipate the fear and respond for you.

11/20/2018

https://www.arizonatrustportfolios.com/blog/2018/11/20/thankfulness

The Hebrew word “We give thanks” is “Hodu”. It is also the Hebrew name for Turkey. (the food not the country). As we reflect and give thanks for what we have, eating Turkey on Thanksgiving and perhaps Christmas Day is an appropriate food.