ESTATE PLANNING TUCSON AZ, LIVING TRUSTS, ADMINISTRATION AND ASSET PROTECTION

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

EMERGENCY HOTLINE TELEPHONE PROGRAM

ALTA Estate Services, LLC provides a unique and extensive Emergency Hotline Telephone Program available to clients and family members, 24/7, during times of emergency medical crisis. AT NO CHARGE

BUSINESS CONSULTING, LLC & S-CORP SETUPS

ALTA Estate Services, LLC provides unique business and asset protection strategies as well as comprehensive business organization documents and related tax planning, including filings with State and Federal agencies. This includes Asset Protection Planning.

LONG TERM CARE AND ASSET PROTECTION PLANNING

ALTA Estate Services, LLC provides unique asset protection and related legal document planning to protect your assets from Long-Term Care Spenddown

WORKSHOPS & WEBINARS

ALTA Estate Services, LLC provides various opportunities for client education and understanding in all areas of practice and concerns of clients. This includes personal education workshops and webinars conducted on a regular basis.

TRUST & ESTATE / ASSET PROTECTION

“It takes a great deal of boldness, caution, and good fortune to accumulate financial wealth and security; and when you have created such financial wealth and security, it requires much more boldness, caution, and wisdom to protect and preserve it.” Click to learn more.

BUSINESS / ASSET PROTECTION

ALTA Estate Services, LLC provides comprehensive business organization documents and related business and tax planning including filings with State and Federal agencies. This includes Asset Protection Planning. Click to learn more.

EMERGENCY HOTLINE

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

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 Tucson, www.altaestate.com, Living trusts, Mark Fishbein, Estate Planner

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 draft 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.

ALTA Estate offers a FREE Initial Consultation.

 

 

OUR ESTATE PLANNING BLOGS

How To Avoid Probate

Why should you avoid probate? People want to avoid probate because it is a public record. However, when you die, your estate goes through the probate process, which can be time-consuming and expensive. Probate court is also involved, and beneficiaries may not receive...

How the Court Considers Trusts in a Divorce

A trust is an arrangement in which one person, the trustee, holds legal title to the property for the benefit of another person, the beneficiary. The court must determine whether the trust is marital or nonmarital property in a divorce. If the trust is considered...

Protect Your Assets with a Living Trust

A living trust is a legal document that allows you to control how your assets will be managed and distributed after death. It can protect your assets from probate, creditors, and estate taxes. A living trust can also help you avoid probate if you become incapacitated....

ALTA Estate Services, LLC provides trusted and experienced document preparation services for Tucson Estate Planning, Living Trusts, Medical Power of Attorney, Business & Asset Protection Planning, Limited Liability Companies, S-Corps, and Corporations.

Visit our ALTA Services Google My Business page.