Fitzsimmons Fiduciary Services

We are a leading provider of fiduciary services in Phoenix, Arizona. We are focused entirely on helping clients, both individual and corporate, to resolve the issues that concern them most.

We help clients protect the assets which they have already and advise them on how to manage these assets for the long term. This ensures that our clients preserve their legacy for their future and for the futures of those who depend on them.

Being truly independent, our clients value our advice knowing that it is both objective, impartial and designed to meet their specific individual needs.

It also means we are free to work with clients’ existing Investment Adviser, Accountant and Estate Planning Attorney. We understand the tough competitive world that our clients operate in and they value our ability to deliver fast and accurate solutions.

Is your estate plan ready for change?

Continuous review of your estate plan is always a help and never a hinder. Every year at a minimum you should review your estate to ensure it still meets the needs of you and your family. Additionally, if your family situation has changed, due to marriage, children, death, employment, etc., then an immediate review of your plan should be considered. Each year a list of questions should be considered regarding your short, mid and long-term plan.

You must ensure that each term of your plan covers the basic questions: Investment Horizon/Investment Planning/Investment Objective, Liquid Assets (immediate cash needs), Profit and Loss, Net Worth, Tax Rate/Tax Planning, Fees, Education Expenses, Family Expenses, Extraordinary Expenses, Retirement Planning, Debt Planning and Legal Documents. Even if your plan seems to be the same each year, don’t ignore at least an annual review to ensure nothing has changed so that you do not miss a very important part of planning for the future and beyond.

I recently helped my dad update his estate plan and was amazed by how many things had changed from ten years ago when we first started his plan. As a rule, review the basics of your estate at least annually, to ensure all your estate planning needs are covered. A deeper review should be done every five years to review all changes in your situation. If you have any doubts, contact an estate planning attorney to review all your estate planning documents.