Our Estate Planning Blogs Page
by Mark Fishbein, Tucson Estate Planner & Family Crisis Advocate
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...
Unlocking the Benefits of Advance Directives
Advance directives may seem like a mere legal concept, but in reality, they hold the power to shape the final chapters of our lives in profound ways. Often, their true significance becomes apparent only when the need arises. These crucial components of estate planning...
Addressing the Unique Challenges of Unmarried Couples: Estate Planning in Arizona
The state of Arizona recognizes the complexities faced by unmarried couples when it comes to legal protections. These couples often find themselves in situations where they do not enjoy the same benefits as their married counterparts. This makes estate planning even...
The Benefits of Commencing Estate Planning in Your 30s
Unveiling the True Essence of Estate Planning & Dispelling Common Myths Estate planning is often misunderstood as an exclusive service reserved for older individuals or the extraordinarily wealthy. This misperception deters many from adequately preparing for the...
