Estate Planning

Trusts & Estates

Regatta Trusts & Estates provides sophisticated estate planning, trust administration, probate, estate and gift tax, fiduciary accounting, and all related professional services to individuals and families of all levels of wealth. Regatta Trusts & Estates can tackle the full legal process. Regatta’s advisors recognize when professional estate planning is necessary and we are ready to guide you down the best path. We structure our estate planning based on our clients’ individual needs and goals. To learn more or schedule an appointment, head to our Regatta Trusts & Estates website here:
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We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm.