Close this search box.

Trust & Estate Planning

Estate Planning Basics: Everything You Need to Begin

The author, Mike Tallman, Financial Advisor at HFG Trust.

Everyone should have an estate plan, especially when approaching retirement. Estate plans clarify your wishes, preventing anyone from guessing where you’d want your assets to go if something were to happen to you. They also help with tax planning. If you’d like to start estate planning, there are a few things you should be aware […]

Remarried? Follow These 3 Steps to Avoid Disinheriting Your Children

man and woman holding hands looking at a form unintentional inheritance HFG Trust

I first started working on earning the CFP® designation about a month after I joined HFG Trust in October of 2018. Not only is the CFP® coursework extensive, it also requires that the individual conduct business in a fiduciary capacity. I was drawn to the fact that the certification itself requires you to put the interests of the client ahead of your own. It was difficult. But after everything is all said and done, I am better for it and more prepared to provide our clients with the service they deserve.