PROTECT YOUR FAMILY LEGACY

FAMILY LIVING TRUSTS / EXPERIENCED ESTATE PLANNING

ALTA Tucson Estate Planning Services offers complete Asset Protection & Living Trust packages. This includes all relevant documents and coordination of services for clients and family members during their times of crisis.

Schedule Your Free Consultation

520-797-1400

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FAMILY LIVING TRUSTS

Avoid probate with an Arizona Family Trust. Protect your family assets by creating a legally-binding family trust that specifies your exact wishes for your loved ones.

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ESTATE PLANNING for FAMILIES & BUSINESSES

It takes hard work and good fortune to accumulate financial wealth and security. Protect your legacy with a professionally-created and comprehensive estate plan.

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BUSINESS LICENSING & ASSET PROTECTION

ALTA provides comprehensive business organization documents and related business and tax planning, including filings with State and Federal agencies, and Asset Protection.

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EMERGENCY HOTLINE 24/7

This program allows ALTA clients, family members, and significantly related parties to contact ALTA Staff during times of medical and life crisis.

ABOUT ALTA ESTATE PLANNING & LIVING TRUST SERVICES

ALTA Estate Services, LLC is a certified Tucson Estate Planning, Living Trusts, Wills, Business, and Tax Document preparer firm licensed in the state with over 40 years of experience.

We believe our job is to create proper and complete estate and business documents to achieve the best results for our clients and family members. Our objective is to provide you with the most comprehensive legal documents so that your spouse and family members never need the future services (and legal costs) associated with courtrooms and lawyers. The ALTA Team is dedicated to quality, detail, integrity, and client satisfaction in the handling of all of your legacy needs.

Estate Planning, Living Trusts, www.altaestate.com

FAQs

The strength of ALTA Estate Services in Estate and Living Trust document preparation is their many years of experience in this area of practice. Not only does ALTA Estate Services draft the most current and complete Living Trusts, Wills, Medical Power of Attorneys, and Estate documents, based on the most current estate planning laws, but ALTA also assists its clients and family members in the administration of Living Trusts and Medical Power of Attorneys during times of medical crisis. Especially during times of lingering COVID-19, it is so important to not only have a properly drafted Medical Power of Attorney but to also have a complete plan of how things will work out during times of need. Living Trusts will avoid time-consuming and costly legal issues. ALTA Estate Services specializes not only in the preparation and drafting of Living Wills and Medical Power of Attorneys but also in the coordination with family matters during times of need.

In addition, ALTA Estate Services provides complete business and tax strategies in the formation of limited liability company entities under the Arizona New Limited Liability Company Act. Limited Liability Companies are an excellent vehicle to operate any business for asset protection from liability as well as tax savings. ALTA Estate Services has extensive asset protection experience to provide clients with the most effective and cost-effective business and asset protection plans.

You should contact us on our Contact Page or call us at 520-797-1400 for a free consultation and education.

When Should I Revise my Estate Plan?

There’s no one answer to the question of when you should revise your plan. However, there are a few general circumstances under which you might want to consider when updating your plan. For example, if you’ve experienced a significant life event like getting married, having a child, or buying a home, you may need to change your plan to reflect your new asset distribution. Or, if one of your beneficiaries dies or becomes disabled, you may need to adjust your plan accordingly. Additionally, reviewing your strategic plan periodically with a Professional Document Preparer is an excellent idea to ensure that it still meets your needs and complies with state and federal laws.

What Will my Estate Plan Cost?

When considering such a legacy strategy, one of the first questions is: What will it cost? The answer to this question depends on several factors, including the complexity of your estate, whether you need a will, trust, or both, and whether you use a lawyer or other professional to help you create your plan. Obtaining professional services for something so important is highly recommended. Any estate can be complex, so consulting with an Estate Planner will help ensure that your estate is well planned out and protected for your beneficiaries.

Solutions

Strategic solutions help individuals and families protect their assets and plan for the future. Creating such a plan is the process of preparing for the transfer of one’s assets during their lifetime or after death. A strategic Living Trust & Will takes into account the unique circumstances of the individual or family and develops a plan that meets their specific needs and goals.

There are many benefits to having a strategic plan in place. It can help to ensure that assets are protected from creditors and predators, minimize taxes, and maximize the distribution of assets to loved ones. A good strategy can also help avoid probate, which can be lengthy and expensive.

Individuals and families should work with an experienced professional to develop a strategy that meets their specific needs and goals.