Trusts & Estate Planning
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.
Susan DeFriend
Trust Administrative Officer
3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219
Provided Services
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Wealth Management
Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.
Latest News & Resources
Insights
Using Forfeitures to Fund Retirement Plan Contributions During a Financial Crisis
This is the final article of a three-part series that provides guidance for plan sponsors who are faced with cash flow pressures at their business. (You can find the first article here and the second one here). The goal of the series is to offer alternative solutions...
Why a Corporate Fiduciary Could Be Right for You
In today’s world, estate planning can be an intense and complex process. These issues can be caused by many factors, such as federal and state tax laws and the types of property or assets a person owns. If you layer on unique family dynamics (e.g. a blended family,...
The Morning View: September 24, 2020
BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...