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 | Oct 12, 2023 | Estate Planning, Living Trusts
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...
by Mark Fishbein | Sep 14, 2023 | Estate Planning
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...
