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Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

  • Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
  • Charitable Giving can provide tax benefits for you and your heirs.

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning.

Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.


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 Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). Regent Financial Group, LLC is not affiliated with Kestra IS or Kestra AS.

Kestra IS and Kestra AS do not provide legal or tax advice. 

There is no guarantee that the plan will grow to cover college expenses. In addition, depending upon the laws of your home state or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 college savings plans may be available only if you invest in the home state's 529 college savings plan. Any state-based benefit offered with respect to a particular 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision. You should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances and also may wish to contact your home state or any other 529 college savings plan to learn more about the features, benefits and limitations of that state's 529 college savings plan. You may also go to www.collegesavings.org for more information.

This site is published for residents of the United States only. Registered Representatives with Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact the Compliance Department at 512-697-6000.


This communication is strictly intended for individuals residing in the state(s) of CA, CT, FL, MA, NY and NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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