Trust Services: Planning a Successful Estate Sale
Senior Trust Officer Mike Tallman, CFP®, CTFA and Trust Administrator Jenny Hubbard visited the site of a recent estate sale to explain how our team inventories, distributes, and disposes of belongings left behind once someone passes.
The 5 Estate Planning Documents Everyone Should Have
End of life decisions are some of the hardest and most emotional decisions you will ever make. As you take the time to consider your family, friends, and belongings, the process can be very overwhelming. The principal benefit of an estate plan is the preparation of a clear vision of your wishes that allows your family […]
Trust Services: Answers to Your Most Frequently Asked Questions
What are the benefits of a trust? A trust is a legal entity that can “own” assets. Benefits can include the ability to control the asset long after you pass, protect your assets from creditors, and reduce estate taxes. It simply depends on the type of trust you choose and what your specific goals are. […]
Teamwork is at the Heart of All Great Achievements
It is fitting as we close the year to reflect on some of our accomplishments and experiences from 2019. In November, HFG Trust was nominated for the prestigious Wealth Management Thrive Award, recognizing the fastest growing advisory firms in the nation as calculated by McKinsey & Company’s PriceMetrix. We were fortunate and humbled to be […]
6 Things You Need to Know about Trust and Estate Planning
Estate planning can be a complex, and oftentimes very personal, process. As a Certified Financial Planner™ and HFG’s Senior Trust Officer, I often receive questions from clients concerned about their estate plan or wishing to receive guidance on the tools that are most appropriate for their unique needs. To help provide more clarity on this […]
