Your financial partner for life
Preserving your legacy.
At HFG Trust, we have a wide range of trust services to help implement your financial wishes — whether you're setting up a trust, a private foundation, or arranging estate management or custody services. We can serve as the trustee, co-trustee, or agent for the trustee. Experience the peace of mind that comes from working with a State Chartered Corporate Trustee that specializes in trust strategy and law.
Our fiduciary services focus on helping clients make key decisions in life when they are physically and mentally unable to. There comes a stage in life for everyone where we need assistance. Find out what a corporate trustee can do to help build a sustainable solution for you.
Who Needs A Trust?
You may benefit from a trust if:
- Your beneficiaries are not ready to receive a lump sum inheritance (including grandchildren)
- You own a real property in multiple states
- Your total estate is above the estate tax exemption limits. (In Washington state, the 2020 the limit is $2.193M)
- You require asset protection from creditors
- You want to provide asset protection for a surviving spouse
- You have a beneficiary who has special needs (including substance abuse and addiction)
- A beneficiary is incarcerated
- You are concerned about your beneficiaries' spouse(s)
- You have a blended family
- You may need protection from unintentional disinheritance
- You want to eliminate opportunities for a family feud or emotional stress
Keep in mind that not every situation will require a trust.
It's best to speak with your advisor and attorney to determine which estate planning documents are necessary.
Why would someone want to designate
a trust company as trustee?
If you create a trust, you name a trustee - someone who holds title to a property and/or asset and manages or distributes them according to your wishes. We have a fiduciary responsibility to carry out your wishes, but without the emotional cost to family members.
We call this a FACT:
*Charges for property managers, required real estate appraisals, inspections, environmental surveys, and tax returns prepared by outside accounting firms will be deducted from the trust.