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How Community Property Trusts Can Benefit Married Couples

Getting a step-up in basis when each spouse dies can be a big tax advantage, one that has not been available to those who live in common-law states. However, it may now be – through a community property trust. Originally published on Kiplinger.com September 18, 2022...

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End of Life Planning Checklist

One of the most loving gifts you can give to your family is to put your affairs in order before a disaster or medical emergency. Although having your estate planning documents and letter of instruction in place will not lessen the grief the surviving spouse feels, it...

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The Best Way to Protect a Parent from Scammers

Adult children worried about their parents’ ability to spot and avoid fraud have several options to help protect them, including a durable power of attorney, a guardianship and a revocable trust. Which might be best for your family? Originally published on...

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How To Determine If You Need A Will

Originally published in Forbes on June 29, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Estate planning is not something that anyone puts at the top of their “Fun Things to Do” list, but most can agree that...

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How To Determine If You Need A Will – May 2022

Originally published in Forbes on May 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Most people are generally familiar with what is called a will, or more formally a “Last Will and Testament.” Most people...

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Should You Be Updating Your Estate Plan?

Originally published on fwtx.com on May 19, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Spring is the season when we finally tackle long-overdue projects and get reorganized across our lives. For those who already...

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Keeping Property in the Family with LLCs and Partnerships

Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help. Originally published on Kiplinger.com April 29, 2022 Land is unique; there is no more of it being made. It’s for this reason...

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Where to Start With Setting Up a Will

BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 None of us are going to live forever — and yet, it can be surprisingly challenging to convince some people to get started setting up a will. It’s not that the average person...

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