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Intrafamily Loans: Potentially Powerful And Perilous

Originally published in Forbes on October 6, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Providing intrafamily loans can be a powerful way for families to spread their wealth to children and grandchildren,...

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Setting Up A Will: Where to Start

Originally published on fwtx.com on September 12, 2022 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...

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Purposeful Wealth Transfer Planning

Originally published in Forbes on August 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 In a prior article, I wrote about the need to be purposeful in estate planning and proposed that the family culture...

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How to Decide If a Roth IRA Conversion Is Right For You

Families and individuals seeking possible solutions to lower federal taxes during retirement should take a close look at the pros and cons of converting funds from their traditional individual retirement (IRA) account to a Roth IRA. The process, commonly referred to...

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3 Tips for Improving Your Wealth Management Strategy

Originally published on fwtx.com on July 11, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Improving your wealth management strategy is one of the most important things you can do to ensure your financial well-being,...

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3 Benefits to Updating Your Financial Plan

Here’s a simple, but important question our team always asks someone seeking advice on managing their wealth: When was the last time you met with your advisor to thoroughly review and update your financial plan? If the answer is either “I can’t remember” or “More than...

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3 Wealth Management Tips from College Basketball’s Legends

March is always an exciting time of the year because my favorite annual event, the NCAA basketball tournament, kicks off a frenzy of activity and enthusiasm and we all become consumed with “March Madness.” Dreams of earning spots in the Final Four will be realized or...

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