Strategic Estate Planning
Preparing for your future estate planning needs is essential to protect your estate assets and provide financial security and peace of mind for your family members in times of medical crisis. Taking the necessary steps now in creating a Living Trust and Medical Power...
Why You Should Start Estate Planning in Your 30s
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...
Estate Planning Across Generations: Millennials vs. Boomers – A Tale of Different Strategies and Unique Needs
As the economic landscape changes and new generations emerge, the needs and priorities for financial planning also evolve. This comparison will help you understand how to cater to millennials and baby boomers' varying estate planning needs. Estate Planning Across...
Unleashing the Power of Holistic Financial Planning: Integrating Estate Planning for a Secure Future – An Insightful Guide by Mark Fishbein with ALTA Estate
Navigating the ever-changing landscape of personal finance can be a daunting endeavor. However, a holistic approach to financial planning can empower you to achieve long-lasting financial security and peace of mind. By harmonizing these elements, you can create a...
Inheritance Etiquette: How to Talk About Estate Planning with Your Family
Estate planning is essential to securing your family's financial future, yet broaching the subject with loved ones can often be delicate and challenging. Inheritance etiquette plays a significant role in navigating these sensitive discussions, helping to ensure that...
Navigating the Challenges of Aging
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...
Crafting a Living Trust in Arizona with ALTA Estate
A living trust can help you avoid the frustrations and costs associated with probate. Setting up an Arizona living trust allows you to seamlessly transfer assets to your chosen beneficiaries while enjoying additional estate planning benefits. With over 40 years of...
Secure Your Assets and Provide for Your Loved Ones: A Guide to Creating a Trust with Alta Estate
Creating a Trust is an essential part of estate planning that can help protect your assets and provide for your loved ones. In this guide, Mark Fishbein, an estate planner with over 40 years of experience, and his team at Alta Estate will explore the many benefits of...
Estate Planning Essentials by Mark Fishbein, Tucson Estate Planner
Creating a proper estate plan safeguards your assets and ensures your wishes are honored after passing. Understanding estate planning essentials can ensure you and your loved ones are cared for, although it can seem overwhelming. Regardless of age, having an estate...
Plan with the End in Mind
Planning for the future can be overwhelming, but we are here to help at Alta Estate. Our company specializes in estate planning solutions tailored to your needs so that you can relax knowing your loved ones and assets will be taken care of. Whether you are looking for...
Removing a Trustee
Removing a Trustee from a Family Trust can be complicated and sensitive. It is essential to understand the role of the trustee and the legal requirements needed to remove them from their position. For a trustee to be legitimately removed, it must be done in compliance...
