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
Dallas
3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219
(469) 708-3110
3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219
Provided Services
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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: January 21, 2020
Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th. Both were decreases from the previous week, but levels remain elevated. Meanwhile, the European...
4 Ways President Biden’s Proposed Tax Changes May Impact You
With the election results in Georgia now certified, we now know the ultimate effect of the 2020 elections, with Democrats gaining control of the White House, maintaining control of the House of Representatives by a slim margin and forging a 50-50 split in the Senate....
The Morning View: January 15, 2021
In this morning’s data, Retail Sales for December fell -0.7%, worse than expected. Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength. The Control Group, which...