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...
Protect Your Assets with an Arizona Family Trust: Smart Estate Planning
If you're serious about preserving wealth, minimizing taxes, and keeping your family secure, a properly structured trust is one of the most strategic tools available. At ALTA Estate, we help families across Arizona make informed estate planning choices, and creating...
Is a Living Trust necessary in Arizona, or Is a Will Enough?
If you live in Arizona and are thinking about estate planning, one of the most common questions is whether a simple will is enough—or if a living trust is really necessary. While both tools play important roles, they serve very different purposes under Arizona law....
When You NEED an LLC
Choosing whether to form a Limited Liability Company (LLC) depends on your business activities, risk exposure, and long-term financial goals. At ALTA Estate Services, we help clients understand when an LLC strengthens their legal protection and when it adds...
Revocable Trusts: The Do’s and Don’ts of Asset Placement
A revocable trust offers flexibility and privacy and helps bypass probate. However, not every asset belongs in one. Some transfers trigger taxes, legal complications, or unnecessary steps, such as additional paperwork or delays in accessing funds. Mark Fishbein, lead...
What is probate court?
Demystifying the Probate Court Navigating the complexities of a probate court can often feel like traversing a labyrinth, yet its function is essential in estate management. The legal authority is designated to oversee the administration of the deceased's estate, a...
Essential Estate Planning Documents for Retirees
Embracing a New Chapter with Confidence Retirement marks a profound life transition, and under the expert guidance of Mark Fishbein and ALTA Estate, meticulous planning becomes not just prudent but imperative for financial security and peace of mind. As you step into...
What Is a Power of Attorney (POA)?
A Power of Attorney (POA) is more than just a legal document—it’s a vital tool for ensuring that your financial, legal, and healthcare decisions are managed by someone you trust when you cannot handle them yourself. Whether due to illness, disability, or simply being...
How Can a Last Will and Testament and Power of Attorney Work Together?
Estate planning isn’t just about deciding who will inherit your assets—it’s about ensuring that your affairs are managed smoothly during your lifetime and after your passing. Without the proper legal documents, your loved ones may face financial burdens, legal...
Understanding Children’s Rights When a Parent Dies Without a Will
When a parent dies without a will, known as dying intestate, it can create uncertainty and confusion for the surviving children. Understanding a child's rights is crucial to ensure they receive what they are legally entitled to. Intestate laws vary by state and...
How to Remove a Trustee from a Family Trust
A family trust is a legal arrangement in which assets are held by a trustee on behalf of family members, known as beneficiaries. The primary goal of a family trust is to protect and manage assets for current and future generations, providing stability, reducing estate...
