	Introduction for Individuals Values & Core Beliefs Investment Management Estate Planning Business Succession Make an Appointment Directions & Map to Regent Our Process - Overview Accumulation Risk Management Taxation Business Planning Retirement Planning Estate Planning Account Access Introduction Values and Core Beliefs Directions & Map to Regent Account Access Related Links Introduction for Businesses Values and Core Beliefs Directions & Map to Regent Account Access
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INDIVIDUALS, TRUSTEES & FAMILY FIRMS

	Introduction for Individuals
	Values & Core Beliefs
	Investment Management
	Estate Planning
	Business Succession
	Make an Appointment
	Directions & Map to Regent
	Our Process - Overview
	Accumulation
	Risk Management
	Taxation
	Business Planning
	Retirement Planning
	Estate Planning
	Account Access

"I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years."

Warren Buffett

Estate Planning in Maine

In Brief:

Regent Financial Services provides estate planning services in Maine.
Listed below are 5 key aspects of our estate planning services.

You worked hard to accumulate your assets. That's why ensuring they are distributed to your beneficiaries with ease, in the most tax-efficient manner, should be the focus of your estate plan. Regent Financial Services can help you simplify the complex nature of estate planning in Maine.

Let us help you with Estate Planning in Maine:

1. Establish Goals. Ensure your assets transfer to your personal beneficiaries and not the government.

2. Economy. Outline each of your assets and ensure they will transfer to your desired beneficiaries in the easiest and most cost-efficient way possible.

3. Everything Up-to-date. Make sure all of your estate-planning documents are up-to-date, including your will, power of attorney and living will. Without these documents, the state will make your decisions for you.

4. Realistic Projections. Estimate the inheritance, estate and income taxes associated with your death.

5. Build a Plan. Create a plan to minimize the taxes and administrative fees involved in passing your estate to your heirs.

Questions?Contact us or make an appointment.

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This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, MD, ME, MI, NC, OR, PA, RI, VI, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Regent Financial Services is a licensed Registered Investment Adviser in Maine for financial planning services.