ESTATE
PLANNING
Mathis, Regazzi & Associates, LLC, believes that everyone, regardless of assets, needs a thoughtful and considered estate plan. Whether your requirements are modest or complex, preparation for the passing on of your assets is essential. Mathis Regazzi's Estate Planning practice utilizes flat fee billing for simple estates and tailors the fee structure to the client's needs for more complex estates to maximize value and minimize cost. From the straightforward designation of your child's guardian, to the transfer of a family business, no matter the size, Mathis Regazzi has the tools and experience to ensure your wishes are carried out faithfully.
Basic Estate Planning covers such important issues as the following:
- Wills
- Trusts
- Guardian and Executor Designations
- Power of Attorney
- Medical Directives/Living Wills
- Property Distributions
Life Planning for Same Sex Couples and Non Married Couples
Estate and financial planning for couples who are not married, or married under state law but not recognized by the federal government, requires filling the gaps left by their lack of recognition by the government. It is crucial to take steps to protect each other in the event that one person becomes ill or passes away. Mathis Regazzi & Associates is sensitive to the needs of these couples and experienced in advising and aiding them in protecting their rights, assets, and families in all aspects of estate and life planning.