Wealth Distribution Strategies

The following segment first aired on KEDM 90.3 on June 17, 2015

Most of us will pass through three very broad phases to our financial lives.

During phase one, we attempt to create wealth. Phase two moves from wealth creation to wealth distribution. Phase three (wealth conservation) comes when you pass on your wealth through inheritance.

Let’s go back to phase two—the wealth distribution stage—if no one has told you yet, when you shift from phase one to phase two…all the rules change.

And, honestly, the best time to plan for wealth distribution is while you are creating it. (Podcast, 3:54)

Byron R. Moore, CFP® is Managing Director / Planning Group of Argent Advisors, Inc. Email him at bmoore@argentadvisors.com. Write to him at 500 East Reynolds Drive, Ruston, LA 71270 or call him at (318) 251-5858. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc.  No forecasts can be guaranteed.  Argent Advisors, Inc. does not offer tax, insurance or legal advice.  The information contained in this column should not be construed as a substitute for personalized investment, tax, insurance or legal advice.

About

Argent Financial Group

Celebrating its 30th anniversary in 2020, Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.

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