With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.
Trusts & Estate Planning
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Carrie Soechting
Wealth Management Administrator
San Antonio
755 East Mulberry Suite 400, San Antonio, TX 78212
(210) 352-2410
755 East Mulberry Suite 400, San Antonio, TX 78212
Provided Services
Wealth Management
Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.
Latest News & Resources
Insights
The Morning View: May 27, 2022
Announced this morning, Personal Income increased 0.4% in April, lower than expected, and Personal Spending increased 0.9% in April, more than expected and the previous month was revised three tenths higher to 1.4%. Real Personal Spending, which accounts for...
How To Determine If You Need A Will
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...
2 Strategies to Reduce Taxes from the Sale of Your Business
Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualified Small Business stock exclusion and a non-grantor trust. Originally published on Kiplinger.com May 15, 2022...