Our Estate Planning Blogs Page
by Mark L. Fishbein, Tucson Estate Planner, ALTA Estate Services
What to Do When Someone Dies: Immediate Next Steps
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...
Incorporating Charitable Giving in Trusts: A Guide to Philanthropy and 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...
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...
ALTA Estate Planning, Business Consulting, Living Trusts, and Wills, by Mark Fishbein, Tucson, AZ