Estate Planning with Argent
By Argent Wealth Management, LLC on October 3, 2023
Overview
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
- 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.
Our affiliated law firm can prepare your estate planning documents (subject to fees separate from Argent’s investment advisory fee) or work with your outside counsel. The choice is up to you. Either way, rest assured that we will be deeply knowledgeable on your estate matters and build your estate planning goals into your broader financial and investment plan.
Example Techniques
SLATs Spousal Lifetime Access Trust
Takes full advantage of current Federal Estate and Gift Tax Exemptions that are scheduled to go down at the end of 2025 without materially losing access to the assets.
GRATs Grantor Retained Annuity Trust
Moving assets inter-generationally without using any lifetime gift
exemption.
CRUTs Charitable Remainder Unitrust
Revocable Trusts
Irrevocable Trusts
Dynasty Trusts, Tax efficient generational wealth transfers.
Our Estate Planning Team
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Argent Wealth Management, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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