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ESTATE PLANNING

As the estate tax exemption is set to be cut in half by 2026, the financial legacy you've worked hard to build could be at risk. Without proactive planning, up to 40% of your estate could go to federal taxes, with even more lost in states like California. At Ardent Wealth Management, we understand the urgency of these impending changes and offer personalized strategies to protect your wealth and ensure your legacy remains intact. Watch our latest video to learn how you can safeguard your family's future and minimize tax exposure. Don't wait—start planning today to keep your hard-earned assets with your loved ones.

Ready to take control of your financial future? Click below to schedule your complimentary 30-minute analysis today.

Ardent Wealth Management Inc. is a Registered Investment Adviser.  Advisory Services and financial planning are only offered to clients or prospective clients where Ardent Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.   Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital.  No advice may be rendered by Ardent Wealth Management Inc. unless a client service agreement is in place.   Copyright © 2024 Ardent Wealth Management, Inc.

 

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