Our Estate Planning Blogs Page
by Mark L. Fishbein, Tucson Estate Planner, ALTA Estate Services
5 Benefits of a Family Limited Partnership (FLP)
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 strategic...
Estate Planning Do’s and Don’ts
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...
When Is It Too Late to Protect Assets for Medicaid or Public Benefits?
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 can be the...
What Kinds of Assets Are Suitable for Inclusion in a Living Trust?
At ALTA Estate, we understand that deciding which assets to include in a living trust can be an intricate part of your estate planning. Mark Fishbein and his team are here to help you navigate these critical decisions based on your unique goals and circumstances. We...
4 Benefits of Advance Directives
Advance directives are two words that can shape the final chapters of our lives in ways we might only fully comprehend once the need arises. Far more than just legal jargon, these essential components of estate planning empower us to dictate our healthcare...
Estate Planning for Snowbirds: Navigating Between Arizona and Your Home State
With its warm winter allure, Arizona draws in countless "Snowbirds" every year — individuals who escape colder climates during the winter months to bask in the Southwestern sun, only to return to their primary state as the seasons shift. While this transient lifestyle...
Why You Need an Estate Planner: Avoiding DIY Mistakes
Many individuals dream of leaving a legacy behind for their loved ones. However, managing the complex world of estate planning can take time and effort. Let's delve into why you need an estate planner and the common mistakes that can arise from do-it-yourself (DIY)...
Unlock the Secrets of Arizona Beneficiary Deeds: A Comprehensive Guide by ALTA Estate
Embarking on the estate planning journey can often seem like traversing a maze of legal complexities and confusing jargon. Discover the ins and outs of Arizona Beneficiary Deeds, essential estate planning tips, and real-life examples to help you ensure a smooth and...
Navigating Healthcare Directives with Expert Guidance
Navigating the complexities of healthcare directives can be challenging. Still, ALTA Estate, under the guidance of Mark Fishbein, is well-equipped to help you make informed decisions that align with your end-of-life wishes. Mark Fishbein's 40 years of experience in...
Recovering Unclaimed Inheritance Money: A Guide from Alta Estate
Losing a loved one can be a difficult and emotional time for families. In addition to the emotional toll, families may also have to deal with the legal and financial aspects of settling their loved one's estate. One of the challenges that families may face is...
ALTA Estate Planning, Business Consulting, Living Trusts, and Wills, by Mark Fishbein, Tucson, AZ