Creating a living trust in Arizona is a savvy move for anyone serious about estate planning. Unlike a will, which only takes effect after your death, a living trust allows you to take the reins of your assets and ensures a smooth transfer to your beneficiaries both...
Mark Fishbein of ALTA Estate specializes in strategic estate plans tailored to each client’s needs, including whether to set up a revocable living trust. He strives to provide his clients with peace of mind by managing and distributing your estate according to...
Introduction Welcome to Arizona—a state renowned for its breathtaking landscapes, iconic cacti, and sun-soaked days! When relocating, especially across state lines, the legal nuances related to estate planning can change. This article provides Arizona newcomers with...
The Misunderstood Concept of Estate Planning Breaking Down Stereotypes People often misinterpret estate planning as a service exclusive to older adults or the extremely wealthy. This misconception prevents many from preparing adequately for the future, thus...
As our loved ones age, it is not uncommon for their cognitive abilities to decline. Witnessing a family member struggle with everyday tasks can be heart-wrenching, and determining the best course of action may be overwhelming. This article by ALTA Estate, a locally...
Press Wire Release: The Tucson Board of Financial Advisors has recently awarded Mark Fishbein, Tucson, as one of the “Best of Tucson Financial and Estate Advisors for Tucson and Southern Arizona”. This award is based on the merits of services rendered and reviews by...
