Our Estate Planning Blogs Page
by Mark Fishbein, Tucson Estate Planner & Family Crisis Advocate
Practical Strategies to Avoid Probate
Understanding the Intricacies of Probate Managing your estate effectively requires a deep understanding of the probate process, a critical aspect often overlooked in estate planning. Probate, a legal process conducted under court supervision, is often required for...
How is a Healthcare Power of Attorney Used in Estate Planning?
Estate planning is about more than just distributing assets; it also involves making crucial decisions regarding your healthcare if you become unable to do so yourself. One of the most essential tools in this process is a healthcare power of attorney (HCPA). This...
Overriding a Power of Attorney: Legal Grounds and Steps
A Power of Attorney (POA) grants an appointed agent the authority to act on behalf of the principal, covering financial, legal, or healthcare decisions. While POAs are potent tools for estate planning, there are cases where overriding the authority of the agent...
How to Get a Death Certificate in Tucson, Arizona, with ALTA Estate
What is a Death Certificate? A death certificate is not just a piece of paper, it's a crucial document issued by a government authority that certifies a person's death. It includes vital information such as the full name, date of birth, date of death, place of death,...
5 Estate Planning Tips When You Have No Children
Some people assume estate planning refers to passing on wealth from generation to generation. In estate planning, parents secure their legacy and help their children's future; however, securing one's legacy applies equally to those without kids. Mark Fishbein of ALTA...
11-Steps to Securing Your Living Trust
Laying the Foundation for Your Living Trust Creating a living trust is a significant step, but it's only the initial phase of a comprehensive strategy. To realize the full potential of your trust and ensure its seamless functionality, Mark Fishbein, an expert estate...
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...
Reevaluating Your Estate Plan: A Must for New Arizona Residents
Introduction Welcome to the enchanting state of Arizona, known for its awe-inspiring landscapes, iconic cacti, and endless sunshine! Moving to a new state brings not only a change in scenery but also a shift in the legal intricacies surrounding estate planning. This...
Exploring Asset Selection for Your Living Trust: A Comprehensive Guide with ALTA Estate
Crafting a living trust is a vital part of your estate planning journey, and choosing which assets to include can significantly impact your overall plan. Mark Fishbein and the dedicated team at ALTA Estate are committed to assisting you in making these crucial...
Primary Beneficiary vs. Contingency Beneficiary
Introduction Estate planning is essential for anyone who is seeking to responsibly manage their wealth and secure their family's financial future. A cornerstone of estate planning is the designation of beneficiaries who will inherit your assets. Mark Fishbein and the...
