Preserving And Transferring Wealth Is One Of The Most Common Reasons Why Families Consider Financial Management Services.
Too often personal wealth is lost due to factors such as
- Tax filing statuses
- Relocation of state residence
- And the fine print found within existing trust and estate plans
Our job is to help our clients avoid these pitfalls and minimize the risk of paying more than what you have to.
Within this white paper written by our Managing Director, William Wang, CFP®, are two unique case studies that uncover every day problems that families face when passing their personal wealth to their named and sometimes unnamed benefactors.
As well as descriptions of the practices our firm uses to avoid these problems that we often encounter with our clients.
Ready to connect? Meet with one of our certified financial advisors for a free consultation. Click here to connect with us.
Download Our Free White Paper
What's Inside
- CASE STUDIES
- COMMON PITFALLS OF TRANSFERRING WEALTH
- TAX SAVING STRATEGIES
- DEFINITIONS OF ESTATE TRUST TYPES
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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.
