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A Charitable Trust With Many Benefits

Originally published in Kiplinger's Retirement Report  Are you looking for an additional income stream in retirement? Do you want to leave behind something for charity and cut your tax bill now and when you pass away? If the answer is yes, a charitable remainder trust...

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Estate Planning for Your Collection or Valuable Assets

Originally published on fwtx.com on November 3, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Over our lifetimes, we tend to accumulate a lot of stuff — some of it with monetary value, but most of it holding primarily...

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When Life Happens, Consider Revisiting Your Estate Plan

Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...

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Generation-Skipping Transfer Tax Basics

If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021   If you have ever sought the advice of an estate planning professional,...

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Passing a Collection or Valuable Assets Down to Your Heirs

It constantly surprises me to see the variety of things people collect. No matter what a collection consists of — rare books, art, sports memorabilia, vintage cars or something less common — it usually has deep personal value to the collector. When a person dies, an...

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Why Asset Titling Is Critical in Estate Planning

You have worked hard to build your wealth. Now it’s time to take care of your loved ones, and there’s no better way to do that than to have a well-designed, comprehensive estate plan in place. Estate planning can seem like a complex undertaking, but an experienced...

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Texas Law Changes Make Dynasty Trusts More Appealing

Originally published on fwtx.com on July 29, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Individuals and families who want to establish a long-term legacy and have their trusts remain in Texas and serve Texans now...

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