A New Chapter in Estate Planning for Empty Nesters Guidance from Mark Fishbein, Lead Estate Planner at ALTA Estate As you enter the empty nest phase of life, your estate planning needs inevitably evolve. Gone are the days when your primary concern was appointing a...
Empowering Your Healthcare Decisions Life’s journey is a profound voyage marked by various milestones and experiences. Amid this odyssey, one of the most empowering steps you can take is proactively planning for your healthcare. Advance healthcare directives...
In the realm of estate planning, a living trust stands out as a powerful tool, offering numerous advantages for the management of your assets both during your lifetime and beyond. When crafting an estate plan tailored to your unique needs, it’s essential to...
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...