by Mark Fishbein | Feb 4, 2025 | Asset Protection, Estate Planning
Losing a loved one is one of the most challenging experiences anyone can face. The emotional shock that follows can be overwhelming, making it difficult to think clearly about what needs to be done. During these moments, understanding the immediate steps to take is...
by Mark Fishbein | Jan 1, 2025 | Estate Planning
Incorporating charitable giving into your estate plan can help create a legacy. It allows you to support causes that matter to you while also benefiting from significant tax advantages. Charitable giving can be integrated into various types of trusts, providing you...
by Mark Fishbein | Sep 2, 2024 | Estate Planning, Living Trusts
Estate planning starts with asset protection, ensuring clients’ wealth is preserved, protected, and passed on according to their wishes. Mark Fishbein, with ALTA Estate, is an experienced estate planner serving Tucson and Southern Arizona. Whether crafting a...
by Mark Fishbein | Jun 19, 2024 | Asset Protection, Estate Planning, Living Trusts, Mark Fishbein
The Vital Process of Estate Planning. Estate planning is a vital process that can provide financial security for you and your loved ones while ensuring your wishes are honored after your passing. However, it’s crucial to approach this endeavor with the proper...
by Mark Fishbein | Jan 4, 2024 | Asset Protection
Introduction Safeguarding one’s assets against potential liabilities and obligations, especially when it comes to Medicaid or other public benefits, is paramount in today’s unpredictable financial climate. The consequences of not appropriately preparing...
