Protect Your Assets with a Living Trust
A living trust is a legal document that allows you to control how your assets will be managed and distributed after death. It can protect your assets from probate, creditors, and estate taxes. A living trust can also help you avoid probate if you become incapacitated....
How Divorce Affects Your Estate Plan | Alta Estate Services
When a couple gets divorced, it's not just their relationship that changes - their whole lives are turned upside down. And if they have an estate plan that needs to be updated. Here's a look at how divorce can affect your estate plan and what you need to do to ensure...
Mark Fishbein Awarded Best of Tucson Financial and Estate Advisor for 2021
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...
Advanced Estate Planning Equals Asset Protection, Mark Fishbein
Most people have created an estate plan including a living trust for the purpose of avoiding probate court and administration delays for their family members and loved ones. This is a very smart estate planning tool to protect your loved ones from the unnecessary cost...
Asset Protection Planning: Control Everything but Own Nothing by: Mark Fishbein
Asset Protection Planning tip by Mark Fishbein, Tucson, AZ ALTA Estate Services, LLC: News ArticleFebruary 26, 2022 Family Limited Partnerships Family Limited Partnerships (FLPs) are legitimate estate planning, wealth preservation, and asset-protection vehicles. FLPs...
Estate Planning: Back From The Future by: Mark Fishbein
The title to this article may sound somewhat silly, however it points to an extremely important factor when considering your future estate planning needs. Whenever you are contemplating planning and drafting of your estate planning documents and related asset...
Viewing a Living Trust for Future Use by: Mark L Fishbein
ALTA Estate Services, LLC October 2021 Blog Article With a living trust and proper and complete estate planning, the grantor (“Trustor”) can set terms for the management and transfer of assets after death. At a second spouse’s death, assets in the living trust can...
What is an Estate Plan? by: Mark L Fishbein
An effective estate plan uses a collection of documents and teamwork to protect your assets and personal property. An effective estate plan also explains and carries your intentions of how you want to pass control down to successors in the event of your absence. An...
ALTA Estate Services – Estate Planning Needs in Sierra Vista
7/13/2021 ALTA Estate Services is pleased to announce its expansion of the Trust and Estate Planning division in the Sierra Vista, Arizona market. ALTA Estate Services has served the Sierra Vista community for more than 20 years in Estate Planning services. ALTA...
There is more to estate planning… Teamwork, Teamwork, Teamwork!
It is important to understand the vital importance to estate planning for the future security of your family members and members. We frequently receive requests from perspective clients to prepare a living trust for their estate planning needs. But there is so much...