Estate planning is an essential pillar of comprehensive wealth management. Our team will guide you in exploring the opportunities available to your estate. Whether you seek to preserve wealth for future generations or establish a lasting philanthropic impact, we’ll help you navigate the key decisions that shape your legacy.
Review and Update Estate Documents
Estate laws evolve frequently at both state and federal levels. To ensure your documents accurately reflect your intentions, we conduct thorough reviews and updates as needed. Outdated provisions may inadvertently omit key assets, potentially leading to unnecessary probate complications. Our team also performs regular audits of your household balance sheet to maintain the integrity of your estate plan.
Strategic Wealth Distribution & Legacy Planning
Throughout your lifetime, your wealth serves to support your needs and goals. But what happens when you're no longer here? Thoughtful planning ensures your assets benefit the people or causes you care about most. Our team will work with you to design a wealth transfer strategy that reduces tax burdens and eliminates uncertainty—allowing you to maximize your impact and secure your lasting legacy.
Seamless Collaboration with External Attorneys
We recognize the valuable role your existing attorney plays in your financial and estate planning. To ensure a cohesive strategy, our team will coordinate directly with your legal advisors, saving you time and effort. This approach aligns your Argo Wealth plan with all aspects of your wealth, ensuring your formal documents remain accurate and well-structured. If you don’t currently have an attorney, we’re happy to connect you with a vetted professional from our trusted network.
Financial Insight
"Our financial plans offer a high-degree of personalization that matches your investments to your goals and ability to take on risk."
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.