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...
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...
