Estate planning is not simply the process of distributing assets and minimizing taxes. It is also a way for you to put family, philanthropic, and personal goals in harmony.
Our wealth management approach includes sophisticated, values-based estate planning. We start with a two-pronged approach:
- Helping you clarify your priorities and personal goals, and
- Analyzing your wills, trusts, and other estate documents.
Next, we identify estate planning issues and opportunities, factoring in estate and gift taxes, the optimal form of property ownership, various methods of property transfer, private foundations, and other forms of charitable giving. We help put your plan to work and keep it working for you by continually implementing strategies as your situation evolves.
Contact us to speak with an Argent Wealth Management financial advisor. Our team is here to help you create an estate plan which works for you today and tomorrow.