by ALTA Estate | Feb 4, 2025 | Estate Planning
Estate planning is critical to securing your financial legacy and ensuring your assets are distributed according to your wishes. Two of the most common tools used in estate planning are wills and living trusts. Understanding the differences between these options is...
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...
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...
by ALTA Estate | Nov 12, 2023 | Estate Planner, Estate Planning
Do you ever feel like you’re the only one who needs to catch up on life’s crucial tasks, especially regarding financial and legal planning? Rest assured, you’re not alone. One of these tasks that many delay is estate planning, regardless of age or...
by ALTA Estate | Oct 12, 2023 | Asset Protection, Estate Planning, Family Legacy
Arizona recognizes the complexities faced by unmarried couples. These couples might have different legal protections than married couples enjoy, so estate planning becomes even more essential. From designating beneficiaries to understanding property rights and...
by ALTA Estate | Jun 14, 2023 | Estate Planning
When it comes to estate planning, some tools hold the potential to elevate your strategy to superhero status. Mark Fishbein with ALTA Estate sheds light on one such instrument that offers remarkable flexibility, control, and tax advantages. By delving into the depths...
