From more and more of our clients who walk through our doors, we often hear their needs for leaving behind a plan for inheritance once they have passed.
This isn’t uncommon.
We all want to leave behind a lasting legacy to our next of kin whether that be a monetary inheritance, real estate property, or family antiques and jewelry.
Though doing so is another story.
Without a proper legacy plan in place, such as a will or living trust, our families can find it difficult to take the next steps in managing the assets we’ve left behind and may not be able to avoid large tax withholdings when transferring personal wealth.
In this End of Life Planning Guide, you will find articles and worksheets to help navigate the process of setting up your family for generations of success. We’ve gathered writings from industry experts who specialize in financial planning, trusts and estates, life insurance, funeral planning and hospice care to provide a full-picture for planning for your next step in life.
Ready to connect? Meet with our certified Trust & Estate Planning Team experts for a free consultation. Click here to connect with us.
Get Our End Of Life Planning Guide
What’s Inside
- Funeral Planning Worksheet
- Qualified Disclaimer Trust
- Understanding Life Insurance Options
- Maximizing Social Security Benefits
- Asset Protection Trusts
- Estate Administration
- End of Life Planning Worksheets
- And much more
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© 2024 HFG Trust, LLC. All rights reserved. HFG Trust, LLC is a state-registered Trust company and wholly owned subsidiary of Community Frist Bank. Registration as a “Trust” company does not imply a certain level of skill or training. The materials contained herein are for informational purposes and are not legal documents, and do not act as legal advice. Please consult with an appropriately credentialed professional before making any financial or legal decisions. The materials contained herein do not take into consideration your personal circumstances, financial, legal or otherwise. Any articles and/or opinions expressed herein do not necessarily reflect the view of Community First Bank or HFG Trust, LLC, but remain solely those of the author(s). The advertisements contained within this publication are not endorsed or recommended by Community First Bank and HFG Trust. Therefore, Community First Bank and HFG Trust may not be held liable or responsible for business practices of these companies.
