Regatta Trusts & Estates®

Regatta's role in your estate planning:

Assess your financial situation

As CFPs and Financial Advisors we take a comprehensive look at your entire financial landscape, including your investments insurance polices, retirement accounts, an other assets. This inventory is crucial for effective planning.

Help set goals and strategy

Next, we help you clarify your goals for wealth transfer, such as providing for your heirs, making charitable donations, or establishing trusts for specific purposes. then we devise a financial strategy to achieve these goals.

Coordinate with legal and tax professionals

We are the central hub, communicating with your estate planning attorney and tax professional. They ensure your financial strategies and legal documents are aligned and working in concert.

Organize financial documents

We help organize the financial information your attorney will need, such as lists of assets, tax returns, and beneficiary designations, this saves time and money with your legal counsel.

Manage asset allocation

They provide advice on how to allocate and manage your investments and assets to meet your estate planning goals. For instance, they can help determine which assets should be placed in a trust to avoid probate.

Address tax implications

We help identify strategies to minimize estate and income taxes. This can include guidance on gifting strategies or using charitable donations to reduce tax liabilities.

Provide for incapacity

We can assist with planning for potential incapacitation, such as advising on how to fund long-term care needs or ensuring financial matters are handled if you cannot do so yourself

Regularly review the plan

Estate planning is not a one-time event. we will regularly review your financial plan and recommend adjustments to your estate documents as life changes occur, such as a marriage, divorce, or the birth of a child.

What Regatta does not do:

It is critical to understand the legal boundaries of Regatta’s role:

Draft legal documents

Regatta is not licensed to practice law and cannot write. draft or execute legal documents like wills, trusts, and powers of attorney.

Provide legal advice

Regatta cannot advise you on legal matters or interpret state or federal laws related to your estate.

Serve as an estate attorney

Regatta’s financial planning expertise is distinct from an attorney’s legal expertise. The two professionals have separate, but complementary, job

Estate Settlement

Regatta helps settle an estate by organizing financial information, managing assets during the settlement process, and providing financial guidance to the executor and beneficiaries. While Regatta cannot provide legal advice or draft legal documents like a will or trust, they work alongside an estate attorney and other professionals to ensure the deceased’s wishes are carried out in the most tax-efficient and financially sound way possible.

Regatta may perform or assist with several key activities during the estate settlement:
– Asset inventory and valuation
– Estate liquidity and investment management
– Tax planning and efficiency
– Coordination with other professionals
– Beneficiary guidance, including asset/account consolidation

Charitable Giving

If you are interested in including charitable giving in your estate plan, talk with our CFP or Financial Advisor professionals. They can help you create a charitable giving strategy and connect you with specific, legitimate charities tha align with your values and interests.
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Connect with us

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.