When it comes to financial matters, you need to clearly understand the fiduciary duties of trustees. Under Arizona law, a trustee has specific obligations to a trust and its beneficiaries. The overall requirement for the trustee is to act in good faith and always for the benefit of the beneficiaries.
When you establish a family trust, you’re protecting your assets while you’re still alive. You continue to use them, except you legally no longer own them. The legal ownership is transferred to the trust. For example, you may continue to live in your home after you transfer legal ownership to
We are available to service anyone in the United States and our primary customer base is from Arizona and the Southwestern US and in particular: Scottsdale • Paradise Valley • Phoenix • Chandler • Mesa • Tempe • Surprise • Glendale • Cave Creek • Peoria • Tucson • Sedona. Advisory services offered through WealthTrust Arizona, a registered investment advisor. WealthTrust Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.