ALTA Estate Planning
ALTA Estate Services, LLC
Mark Fishbein, Tucson, AZ, is the founder of ALTA Estate Services, LLC. The agency is a certified Tucson Estate Planning, Family Trust, Wills, Business Consultant, and tax document preparer firm licensed in the state of Arizona. We have over 40 years of experience. We believe our job is to create complete and proper estate and business planning documents to achieve the best results for our clients and their family members.
The Emergency Hotline
Mark Fishbein and ALTA Estate have created a unique yet powerful “Emergency Hotline Telephone Program” to assist clients throughout Southern Arizona during times of medical crisis. Mr. Fishbein understands the vital importance of having the availability of professional assistance during times of family medical crisis. In 1997, just 2 months after graduating from law school, his father passed away without having any will or estate planning. As a result, Mark had to probate his father’s estate. He shares his experience, confusion, and hardships resulting from the experience with clients in Arizona.
Benefits of a Professional Estate Plan and Family Trust
Any family can benefit from having a living trust, but a living trust provides an extra layer of security for families with young children. One of the top benefits of a family living trust is providing peace of mind. If something happens to the parents, the trustees (usually grandparents or other close relatives) can step in and make sure that the children are taken care of financially. Our goal is to help protect your assets for your chosen beneficiaries while keeping the estate outside of probate.
“Mark was able to take a
complicated situation and
offer suggestions to us on…”
Lesha – 1/1/2021
Peace of Mind
“Peter and I recently hired
Alta services to help us
organize our finances. Thei…”
Peter – 7/5/2022
“Alta Estate Services
did a superb job in setting up
my trust. Mark really know…”
James – 6/12/2022
Estate Planning Blogs
The Importance of Asset Protection in Estate Planning: Strategies to Safeguard Your Wealth
At Alta Estate, we understand the importance of asset protection and its role in securing our client's financial futures. Estate planning is not just about creating a will or trust to distribute your assets after passing. It is also about taking the necessary steps to...
What is a Quitclaim Deed?
A quitclaim deed is an important legal document to transfer real estate ownership. It is typically used when transferring property between family members or when a homeowner wants to add a spouse or other family member to the title. Before signing a quitclaim deed,...
Charitable Donations / The Charitable Remainder Trust
Charitable donations using trusts Charitable donations can be a great way to make a difference in the world, and using a Trust is one of the most effective ways to do so. A trust is an arrangement where assets are held by one party for the benefit of another. Donors...
How to Avoid Probate with a Family Trust?
Whether you're just starting or nearing retirement, it's important to know how probate works. Probate is the process of selling an estate after someone dies. This can be a time-consuming and complicated process for those left behind, but there are steps you can take...
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Frequently Asked Questions
Who is Mark Fishbein, Tucson AZ?
ALTA Estate Services, LLC is a certified Tucson Estate Planning, Family Trust, Wills, Business Consultant, and tax document preparer firm licensed in the state of Arizona. We have over 40 years of experience. We believe our job is to create complete and proper estate and business planning documents to achieve the best results for our clients and their family members. Click Here for more on Mark Fishbein, Tucson, AZ.
What is a Living Trust?
What is Asset Protection?
Get In Touch
Mark Fishbein Tucson
2120 West Ina Road Suite 250-H Tucson, AZ 85741