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...
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...
ALTA Estate Services Awarded “BEST OF TUCSON – 2020″
ALTA ESTATE SERVICES AWARDED “BEST OF TUCSON - 2020" ALTA ESTATE SERVICES, LLC was recently awarded “Best of Tucson - 2020" as a leading estate planning and administration company for its service to clients in Southern Arizona. March 25, 2020 (Newswire.com) - ALTA...
Fundamentals of a living trust
Fundamentals of a Living Trust. What is a living trust? A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets when you become disabled or pass away. But unlike a Will, a Living...
