Inheriting property can be both a blessing and a financial challenge. While it often represents a valuable asset, it can also come with significant tax obligations, particularly capital gains tax. Fortunately, strategies are available to help minimize or even avoid...
A Transfer on Death (TOD) Deed is a legal mechanism that allows real property to pass directly to a designated beneficiary upon the property owner’s death, bypassing the often lengthy and costly probate process. It’s an essential tool for estate planning,...
Durable Power of Attorney vs. Power of Attorney A Durable Power of Attorney (DPOA) remains effective even if the principal becomes incapacitated, ensuring continuous and secure management of their affairs. Mark Fishbein at ALTA Estate assists Tucson residents in...
Corporate trustees in estate planning play a crucial role for anyone looking to secure their financial future and ensure their wishes are honored. Mark Fishbein of ALTA Estate reviews selecting a corporate trustee over an individual trustee can offer peace of mind,...
In its simplest form, estate planning is proactively securing your legacy, wishes for asset distribution, and healthcare decisions. With an estate plan, you can travel with peace of mind, knowing that your financial, medical, and personal affairs will be handled...
