by Mark Fishbein | Aug 19, 2025 | Asset Protection, Estate Planning
Embracing a New Chapter with Confidence Retirement marks a profound life transition, and under the expert guidance of Mark Fishbein and ALTA Estate, meticulous planning becomes not just prudent but imperative for financial security and peace of mind. As you step into...
by Mark Fishbein | Feb 4, 2025 | Estate Planning
Gift tax is an often overlooked aspect of financial planning that can have significant implications if not properly managed. The IRS imposes this tax on transferring property from one person to another without receiving the total value in return. While gift tax rates...
by Mark Fishbein | Jan 1, 2025 | Estate Planning
Estate planning is an essential process that ensures your assets are managed and distributed according to your wishes. However, it’s not a one-time task. Regularly updating your estate planning documents is crucial to reflect changes in your life, financial...
by Mark Fishbein | Sep 2, 2024 | Estate Planning, Fmaily Wills
The team at ALTA Estate, led by Mark Fishbein, specializes in providing strategic estate planning services tailored to each client’s needs, including how to document and manage out-of-state property properly. Whether you’re looking to secure your legacy,...
by Mark Fishbein | Jul 31, 2024 | Estate Planning, Legacy Planning
Estate planning is often associated with married couples or those with children, but it’s equally crucial for single individuals. Mark Fishbein of ALTA Estate highlights the importance of estate planning for singles and provides tips to ensure your estate is...
by Mark Fishbein | Jul 31, 2024 | Estate Planning, Legacy Planning
Estate planning essentials, including various legal documents like wills, trusts, and powers of attorney, can often seem like a complex legal labyrinth. However, preparing the correct legal documents, including wills, trusts, and powers of attorney, is vital to ensure...
