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...
by Mark Fishbein | Jun 22, 2024 | Legacy Planning, Living Trusts
Mark Fishbein of ALTA Estate details life insurance trusts and their strategic importance in estate planning. Below is an unpacked view of life insurance trusts, their components, reasons for establishing them, and crucial considerations to better inform you on the...
by Mark Fishbein | Jun 22, 2024 | Asset Protection, Legacy Planning
Inheritance and estate planning are critical to managing your financial future. An estate plan outlines how you wish to distribute assets after death. Estate planning involves creating essential documents such as wills, trusts, powers of attorney, and healthcare...
by Mark Fishbein | Jun 7, 2024 | Estate Planning, Legacy Planning
The Significance of a Well-Planned Estate Estate planning transcends a mere legal obligation; it’s an essential endeavor that shapes your legacy and safeguards the well-being of your loved ones. A meticulously crafted estate plan secures your assets and offers...
