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Wills, Trusts, Estate Planning, Asset Protection

Document Preparation and Asset Protection Services

Our first priority is helping you take care of yourself and your family and your business. We want to learn more about your personal situation so we can provide you with options for the legal documents that serve your needs.  We integrate your legal documents with your financial plan and your assets.

We offer excellent legal document preparation services for individuals and couples. Documents we can prepare include wills, trusts, medical directives, powers of attorney, Quit Claim deeds, and Beneficiary deeds

Business owners, professionals, and wealthy individuals are targets for lawsuits.  Protection of your assets prior to any incidents is critical.  If you fall into this demographic we will assist you in assessing your exposure especially since liability insurance does not cover all circumstances.  If needed, we will refer you to one of the best asset protection attorneys in the United States and integrate his recommendations into your financial plan.

We provide you education and options regarding legal documents that may be appropriate for you.  We are not a law firm and cannot provide you legal advice nor represent you in court. If you are our client, we will assist you in finding an attorney who specializes in what you need. 

We suggest that you go to the following links on this website for more information on this matter.

We suggest you go to the Resources Tab and review the information under Estate or you can click below for the direct link.

Fishgold Financial Services and Valerie Fishgold are licensed through the Arizona Judicial Branch as Certified Legal Document Preparers.  This service is unrelated to and is in no way affiliated with Cambridge Investment Research Inc.

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