Estate Planning Services in Argyle and Denton County

Estate planning is about more than just creating a will. It’s about securing your legacy and providing for your loved ones. It allows you to decide how your assets are handled, protecting your family from uncertainty and legal complications.

Our Estate Planning Services Include

  • Wills and Trusts Creation: We help you create wills and trusts that align with your wishes, making certain your assets are distributed as you desire.

  • Power of Attorney and Healthcare Directives: These documents allow you to choose someone you trust to make financial and healthcare decisions on your behalf if you’re unable to.

  • Estate Tax Strategies: We offer guidance on strategies that aim to reduce estate taxes, helping preserve more of your wealth for your loved ones.

Why Do You Need a Professional for Estate Planning?

Estate planning involves important legal and financial decisions, and working with a professional like us helps you avoid mistakes and complications. A professional can guide you through the process, from drafting documents like wills and trusts to managing tax concerns and ensuring your assets are properly distributed. They also help you make informed decisions, protecting your family’s future and giving you confidence that everything is set up according to your wishes.

Why Choose Us?

 Local Expertise in Argyle and Denton County

Our knowledge of local laws makes sure that your estate plan fits your needs and adheres to relevant regulations.

Client-Focused Service

We focus on building a plan that reflects your goals and helps protect what matters most to you.

Protecting Your Assets and Legacy

Your estate plan helps secure your assets and guarantees they are passed on according to your wishes.

How Do We Work?

Initial Consultation & Goal Setting

We start by understanding your personal and financial goals and what you want to accomplish with your estate plan. This initial conversation helps us shape the plan that fits your specific needs.

Drafting and Implementing Your Plan

Once we understand your objectives, we create the necessary legal documents to formalize your wishes. We make sure everything is legally sound and structured to reflect your intentions clearly.

Ongoing Support and Updates

As life changes, so might your estate plan. We provide continued support, making adjustments when necessary to keep your plan in line with your current circumstances.

Frequently Asked Questions

Why is estate planning important?

It helps you manage how your assets are distributed, avoid legal complications, and protect your family.

What is the difference between a will and a trust?

A will dictates how your assets are handled after death, while a trust can manage them during your lifetime and beyond.

Who should have an estate plan?

Anyone with assets, dependents, or specific wishes about how their affairs should be handled should have an estate plan, regardless of age or wealth.

What is a healthcare directive in estate planning?

A healthcare directive allows you to specify medical care preferences and designate someone to make healthcare decisions on your behalf if you are unable to do so.

What happens if I don’t have an estate plan?

Without an estate plan, your assets will be distributed according to state laws, which may not align with your wishes.

Get Started on Your Estate Plan

Start protecting your legacy today. Reach out to us for a consultation, and we’ll walk you through the process of building an estate plan that suits your needs and goals. Our goal is to make this journey straightforward and stress-free for you.

Free Assessment

  1. What is your PRS score? Are you on track?
  2. Fee breakdown. How much are you currently paying for your investments?
  3. Performance review. Can your investments be improved?

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

130 Old Town Blvd S # 100,
Argyle, TX 76226,
Tel: (940) 464-410

Copyright © 2024 RFG Wealth Advisory. All Rights Reserved.