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...
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,...
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...
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...
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...
