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 a Living Trust May Be Right for You
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 your...
Estate Planning When You Have Property in Different States
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, protect your...
Important Estate Planning Advice for Singles
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 managed...
Essential Estate Planning Documents
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...
Understanding Life Insurance Trusts: A Strategic Component of Your Estate Plan
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...
