Your estate plan is a plan of how your wealth and assets will be transferred after your death. It is a blueprint for preserving and transferring your legacy and for the financial future of your loved ones. It allows you to specify where each of your assets will go upon your death, so all the work you’ve done throughout your life will not be lost or given to unintended beneficiaries.
If you have not yet started thinking about planning your estate, now is the time to do it. No matter how old you are, your current health status, or which types of assets you have, it is wise to have an estate plan in place. Without one, your loved ones could be subject to the often-public probate process, California intestacy laws, and high taxes on your assets.
At Regatta Trusts and Estates, our goal is to give you total peace of mind: now, during the estate-planning process, and into the future. Proper estate planning can help ensure that you provide for and protect your loved ones, and that your legacy is transferred to the next generation exactly as you want it to be. No matter how big or how small, every estate needs a plan.