Estate planning strategies can vary wildly from one individual to the next due to any number of financial factors, such as a person’s business interests, investments, real property, or personal property.
This is why it is a good idea to develop a plan according to your specific goals and outline how you want your assets distributed among your family. For this reason, Regier & Associates provides a wide range of estate planning services, which includes the set up and implementation of various types of trusts, developing gifting strategies, mitigating your estate tax exposure, and easing the burden of asset distribution.