The Benefits and Drawbacks of Setting Up Multiple Living Trusts

by ALTA Estate | Jan 1, 2025 | Living Trusts

Living trusts play a crucial role in estate planning by allowing you to manage and distribute your assets effectively while avoiding probate. They offer flexibility and control, ensuring your estate is handled according to your wishes. However, some individuals may...

Can Your Power of Attorney Change Your Living Trust?

by ALTA Estate | Sep 2, 2024 | Family Legacy, Family Trust

Mark Fishbein of ALTA Estate offers strategic estate planning solutions tailored to each client’s unique needs. Focusing on creating robust and flexible estate plans, ALTA Estate Services efficiently manages clients’ financial affairs and preserves their...

Avoiding Estate Planning Mistakes in Second Marriages

by ALTA Estate | Jul 31, 2024 | Estate Planner, Estate Planning

Avoiding Estate Planning Mistakes in Second Marriages When you remarry, particularly into a blended family, experts recommend reviewing your estate plan to ensure fair consideration for all heirs, including children and stepchildren. Mark Fishbein of ALTA Estate...

Navigating the Probate Process: Weighing the Pros and Cons

by ALTA Estate | Jun 19, 2024 | Asset Protection, Mark Fishbein Tucson, Probate

The Probate Process Unveiled When it comes to managing the affairs of a deceased loved one, the probate process often takes center stage. But what exactly is probate? In simple terms, it’s a court-supervised procedure for distributing the assets of someone who...

Where Do I Store My Estate Planning Documents?

by ALTA Estate | Jan 3, 2024 | Estate Planning, Mark Fishbein Tucson

Introduction Taking the initiative to create an estate plan is a crucial decision, marking a significant milestone in safeguarding your legacy and ensuring your wishes are respected. However, with the plan in place, a new question arises: Where should these invaluable...