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.
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.