Last Updated: 05/03/2017
 
AAvoiding Identity Theft in Arizona
 

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 economic sense.

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.

Reach of Identity ThiefBut 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. Believe it or not, they can even to that AFTER you die!

Why 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 records.

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 go there?

At this 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:

Shredder

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, visit the United States Department of Justice Website.

Take A Look At The Individual & Portfolio Documents Available To Order Online -- And Our Important "On line" Pricing


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25+ Years of Practice Shows in the "Legacy Trust" Custom Trust Portfolio

Financial 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?

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