Alta Estate Service

The purpose of this Confidential Estate Questionnaire is to assist your heirsand significant others in the orderly and expedient administration anddisposition of your estate by providing them with essential information to locate all of your assets and not miss anything. The biggest problem we face, and your surviving family members have to deal with, is not legal issues, the first questions we hear are "What did they have?"

Proper and complete estate planning is more than just paper, it is about teamwork. The most important tool in estate planning is the telephone. ALTA Estate Services created the Emergency Hotline Telephone Program over 20 years ago.

This program allows ALTA clients, family members and significant related parties to contact ALTA (and/or ALTA contact such related persons) AT ANY TIME AND DAY during times of medical and life crisis. We offer this program to all of our clients AT NO CHARGE and as a courtesy because we know how important this service is for our clients and family members during times of medical crisis.

Have you made any plans to distribute your assets and take care of your family when you die or become incapacitated? If you have, you probably used a will or joint ownership. If you have not prepared a will, the state in which you live has provided for the distribution of your estate assets by law.

HIPAA requires certain legal language as part of the Privacy Rules: Powers of Attorney; drafting Privacy Notices and HIPAA Compliant Authorizations and resolving issues of privacy involved in providing services to individuals. Like all new regulations there is a fair amount of interpretation that is required and there are many unaddressed issues in the HIPAA Privacy Regulations.

The Family Limited Partnership (FLP) is probably the most effective entity available for asset preservation and asset protection, and estate planning. Although you "can't take it with you, " by placing your assets into FLPs you can legally and successfully protect everything you own from attack by creditors.