Planning ahead will improve things for your loved ones and for yourself.

 With a trust, you decide how your assets are to be managed, shared, or distributed. 

What does a trust do? 

A trust transfers the ownership of your assets that are placed in the trust to a trustee. 

The person appointed as trustee can manage and distribute the assets according to the instructions. 

A trust offers all participants more privacy and control over the assets.

You don't have to be wealthy to enjoy the advantages of a trust.

Your assets will be better protected, and your heirs will be at an advantage if you decide to set up a trust with a fiduciary services provider. 

What is estate administration? 

Estate administration is the preparation, arrangement, assessment, and distribution of an individual's property and financial assets after they have passed. 

It can be an overwhelming task that your loved ones would find emotionally difficult to do. 

A probate estate administrator that you personally choose can make sure that your wishes are respected and that the process is smooth for the ones left behind. 

 At Arizona Fiduciary Services, Laurie Kuzdal has a long-standing experience of handling full probates and non-probate asset transfers, for inception to completion - in Tucson, Green Valley, Marana, Oro Valley, and more. 

Dealing with downsizing and moving is challenging. But we can help make things easier for you and your loved ones. 

At Arizona Fiduciary Services, we take care of your interest when it comes to finding the best place for the next chapter of your life, selling your Real Estate assets, mobile property, and assets. 

We work with the best companies in Arizona for real estate, art and collections appraisals, estate sale administration, and more. 

When the time comes to start the next chapter in your life, we'll be there to help and make sure the entire process will be as smooth as it can be. And that you get the best outcome from liquidating some of your assets. 

 With more than 20 years of experience in the elder law arena, Laurie and her entire staff team are passionate about protecting the assets and dignity of their clients. 

What is power of attorney?

Power of attorney will allow the person you designate (your child or someone else) to make decisions or take actions on your behalf. 

But it doesn't just allow them to make decisions. It also makes them responsible for making decisions and taking actions. 

Power of attorney can also be established years before it is needed. It is not too early to establish now who will have power of attorney when the time comes.

 This durable "springing" power of attorney will go into effect only when you lose capacity to make decisions yourself. 

What is healthcare power of attorney?

Health care power of attorney can name another person to make medical decisions on your behalf. 

What is a living trust?

 A living trust is used to manage property and finances. You can set up a revocable trust and appoint another person to serve as trustee. 

Other people can be named co-trustees. 

A trustee will be responsible for managing investments, conferring with financial planners, securing and valuing all property that belongs to the trust, reviewing stock holdings, gather information for the annual tax returns, manage property sales, supervise repairs and maintenance, and manage any business held in trust. 

While there are many advantages to establishing a living trust, there can be a fair amount of work involved. 

Naming a professional fiduciary as trustee will significantly make things easier. The trustee will handle most of the paperwork, management, and reporting.  

 What is elder care?

Dedicated elder care is special care services offered by trained professional to accomodate lifestyle changes, Alzheimer's, dementia, recently being discharged from the hospital, and other. 

You can plan ahead for elder care to suit your lifestyle changes. 

At Arizona Fiduciary Services we can help you choose the best elder care, we can supervise the quality of services received, and we can help intermediate with financial aspects, too. 

Elder Care consulting is a custom service tailored to your specific needs. We do not provide elder care services, but simply use our knowledge and experience to make sure that you access the best elder care services.

Following an initial discussion, we will research the best candidates for your particular situation, make additional inquiries on your behalf, and make recommendations.