Top Eight Reasons to Update Your Estate Planning Documents
Estate planning is an essential process that ensures your assets are managed and distributed according to your wishes. However, it's not a one-time task. Regularly updating your estate planning documents is crucial to reflect changes in your life, financial situation,...
How to Change a Living Trust in Tucson
A living trust is a fundamental tool in estate planning, designed to manage and distribute assets efficiently while avoiding probate. It offers privacy and flexibility, ensuring your wishes are fulfilled without lengthy court processes. However, keeping your living...
What is a Power of Attorney (POA)?
A Power of Attorney (POA) is a legal document that gives authority to an appointed individual, the attorney-in-fact, to act on behalf of another person, the principal. This legal document becomes invaluable when the designated agent makes decisions and takes actions...
How to Create a Living Trust in Arizona
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...
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...
How to Talk About Estate Planning with Your Family
Inheritance and estate planning are critical to managing your financial future. An estate plan outlines how you wish to distribute assets after death. Estate planning involves creating essential documents such as wills, trusts, powers of attorney, and healthcare...
