Mark Fishbein

𝗪𝗵𝘆 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝗶𝗲𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲 𝗴𝗿𝗼𝘄𝘀.
Many people think financial priorities stay constant as income rises. They’re wrong, according to Andrew Lokenauth from Fluent in Finance, who closely follows policy changes that impact household budgets.

𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝗙𝗮𝗺𝗶𝗹𝗶𝗲𝘀.
Blended families are now a defining feature of modern life. As remarriage and later-in-life family formation become more common, many individuals find themselves balancing deep commitments to a current spouse while also feeling a lifelong responsibility to children from a prior relationship.

𝗛𝗼𝘄 𝘁𝗿𝘂𝘀𝘁𝘀 𝗰𝗮𝗻 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀.
The transfer of assets between generations is often a complex process, and many individuals don’t have appropriate structures in place to preserve their wealth for the next generation.

𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗗𝗲𝘀𝗶𝗴𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝗚𝗼𝗻𝗲 𝗪𝗿𝗼𝗻𝗴
The battle over one doctor’s retirement account serves as a reminder to update clients’ forms.

Farm and Ranch Estate Planning Workshop to Help Families Navigate the Future of Their Operation.

𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗧𝗿𝘂𝘀𝘁 𝗖𝗮𝗻’𝘁 𝗦𝗵𝗶𝗲𝗹𝗱 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗢𝘁𝗵𝗲𝗿 𝗦𝘁𝗮𝘁𝗲𝘀.
In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question of whether the Internal Revenue Service could reach real property held in a trust to satisfy a federal tax lien, ultimately concluding that the real property was accessible to satisfy the lien.

𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆. 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗟𝗲𝗴𝗮𝗰𝘆. 𝗧𝗲𝗺𝗽𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆𝘀 𝗳𝗼𝗿 𝗟𝗶𝘃𝗶𝗻𝗴 𝗧𝗿𝘂𝘀𝘁𝘀, 𝗣𝗼𝘄𝗲𝗿𝘀 𝗼𝗳 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆, 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗥𝗲𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻.
Fishbein Law Group, your Phoenix and Tempe Estate Planning Attorney, is dedicated to quality, detail, honesty, and client satisfaction in handling all your estate wills, asset protection, trusts, and business planning needs. We are committed to providing you with comprehensive professional services at a fair price, ensuring peace of mind in our mutual efforts to achieve your goals in the state of Arizona.

𝗪𝗵𝗮𝘁 𝗜𝘀 𝗮 𝗙𝗮𝗺𝗶𝗹𝘆 𝗧𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝗛𝗼𝘄 𝗗𝗼 𝗬𝗼𝘂 𝗦𝘁𝗮𝗿𝘁 𝗢𝗻𝗲?
A family trust is a legal arrangement in which assets are held by a trustee on behalf of family members, known as beneficiaries. The primary goal of a family trust is to protect and manage assets for current and future generations, providing stability, reducing estate taxes, and ensuring that wealth is passed down according to the grantor’s wishes. Setting up a family trust is an essential estate planning tool that can offer a profound sense of peace of mind, knowing that your family’s financial future is safeguarded.

𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴: 𝗜𝘁’𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗳𝗼𝗿 𝘀𝗲𝗻𝗶𝗼𝗿𝘀.
While many people associate estate planning with legal documents for those who have lived long enough to establish families and homes of their own, accrue assets and make end-of-life decisions, the reality is far more comprehensive and begins sooner than you might think.

𝗔𝘀𝗸 𝘁𝗵𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝘀: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗽𝗮𝗿𝗮𝗺𝗼𝘂𝗻𝘁 𝗳𝗼𝗿 𝘄𝗶𝗹𝗹𝘀, 𝘁𝗿𝘂𝘀𝘁𝘀, 𝗮𝗻𝗱 𝗲𝘀𝘁𝗮𝘁𝗲𝘀.
Planning for the future, particularly as a business owner, requires more than a simple will. Our panel of professionals explores the fundamentals of estate planning, from choosing between wills and trusts to preparing for incapacity and business succession. Their insights highlight how thoughtful planning can protect assets, reduce legal complications, maximize financial benefits, and ensure your wishes are carried out for both family and business interests.