
What to Know When Leaving Your Kids Unequal Inheritances
Inheritance is often a touchy subject. It embodies not only the financial assets and legacies but also deep-seated emotions, memories, and familial bonds. While the concept of equal distribution seems the fairest, there are instances where unequal inheritances make...

Can You Add a No-Contest Clause to Your Arizona Will?
Estate planning is a meticulous process that aims to ensure the accurate execution of one's final wishes. A contentious point that sometimes arises is the use of a no-contest clause. For Arizonians, understanding its legal standing is essential. Understanding the...

Why Estate Planning Matters for Your Small Business in Arizona
Estate planning is for more than just your assets. Extending this foresight to your business is crucial if you're a small business owner. Protecting your small business with an estate plan in Arizona ensures a seamless transition of your business operations and...

Estate Planning for Arizona Veterans
Estate planning is not just about distributing one's assets after they're gone; it's a meticulous process that protects one's legacy and provides clarity and peace of mind for loved ones in the future. For veterans in Arizona, the process takes on even more...

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...