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December 21,
2017

Holiday Message 2017

As the hustle and bustle of the holiday season approaches and the 2017 year comes to a close, I can’t help but reflect on all the wonderful blessings we have experienced this past year. More importantly, I want to take the time to thank all of the people that have made our success possible. Each year, we host our Annual Client Appreciation Event as a way to say thank you for the continued trust and support from our client’s and community. For those of you who missed our... Read More

December 15,
2017

Year End Tax Tips To Do Now

While Washington DC is buzzing about tax reform for 2018 and beyond, it is a good idea to review your situation for 2017 to see if you can minimize taxes this year. There is no reason why what is going on at Capitol Hill has to impact your tax bill. Special Thanks to Porter Kinney CPA's in Tri Cities Washington for discussing some of these items with HFG Trust. These all may not work in your situation, but here are a few ideas.   1) Make A Charitable Donation. If you... Read More

November 30,
2017

How Much Life Insurance?

There are many variables that should be considered to determine the appropriate amount of life insurance you and your family needs. The great news is that HFG advisors have a method to calculate an adequate amount, while considering all of the things that are important to you. Determining a life insurance need is something we do for our clients regularly. Since we do not sell insurance, we provide an unbiased recommendation of the appropriate amount. Below are a few questions that must be... Read More

November 22,
2017

Who Can Benefit From A Trust?

  What is a trust? A trust is a legal entity that can “own” assets. The trust document reads like a will, and similarly includes instructions for the trustee to direct the Grantor’s, or owner’s, final affairs. It also carries out the dispersal of assets to the beneficiaries. There are different kinds of trusts: Living trusts are created while the owner is alive. Testamentary trusts are created after the owner has passed... Read More

November 10,
2017

Consider Accelerating Charitable Donations

    With the initial release of the Tax Cuts and Jobs Act (H.R.1) by the House Ways and Means Committee last week, we got our first real glimpse of what the tax code could look like under the Trump administration. While revisions are likely to be made before a new tax code is finalized, waiting until the changes are approved (if they are approved) in late December could mean missing some significant tax planning opportunities.   Even though nothing is final yet,... Read More

October 16,
2017

The Future of Personal Information Security

There have been many discussions of late regarding the Equifax data breach which affected every American adult. Both high-profile data breaches and day-to-day cases of individual identity theft are becoming far too routine. Can anything be done to stem the tide? There is both good and bad news on that front.   A combination of both new and old technologies exist today with the potential to end unauthorized access to your personal information. However, major changes are needed in... Read More

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