HFG Trust

HFG Trust *****Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associate person, or our services.

Our locally owned, state-chartered firm brings together fiduciary advice, wealth management, financial planning, tax planning, trust and estate planning, and 401(k) services—all under one trusted relationship. Clicking the "Like button is merely a mechanism to circulate our page. "Like" is not meant in the traditional sense. In addition, postings to our page must refrain from rec

ommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. *****

We’ll be closed Monday, September 7, in observance of Labor Day. We’ll be back to our regular hours on Tuesday.
09/06/2026

We’ll be closed Monday, September 7, in observance of Labor Day. We’ll be back to our regular hours on Tuesday.

Thank you, Tri-Cities!We’re grateful to everyone who voted for HFG Trust in this year’s Tri-Cities Best Awards. It’s a p...
09/03/2026

Thank you, Tri-Cities!

We’re grateful to everyone who voted for HFG Trust in this year’s Tri-Cities Best Awards.

It’s a privilege to be welcomed into your lives, and we’re proud to be part of this community.

08/27/2026

Market correction. Should you be worried?

Corrections are a normal part of investing, but they can still make investors nervous.

What should you know before making a move?

08/20/2026

Is your insurance coverage keeping up with your assets?

As your wealth grows, there may be gaps in your liability protection worth paying attention to.

Here’s what to know.

08/14/2026

Is AI creating real economic growth, or are we watching a bubble form?

The answer may depend on one thing: Does AI actually deliver the economic value investors are expecting?

Watch the full conversation on YouTube: https://www.youtube.com/watch?v=kOYt6mX7l0E

08/13/2026

Did you know the $19,000 annual gift limit isn’t always the limit?

There are a few ways you may be able to give more to your kids or grandkids, including paying certain medical expenses or tuition directly.

In fact, a married couple may be able to give $190,000 in a single year. Find out how.

A little planning can go a long way when it comes to passing wealth to the next generation.

08/04/2026

Helping your children or grandchildren financially? Or know someone who is?

Many families don't realize the federal gifting rules are more generous than they think.

While you've probably heard about the $19,000 annual gift limit, current federal rules also allow individuals to gift approximately $15 million during their lifetime.

The $19,000 annual exclusion is simply the amount you can give per recipient each year without filing a federal gift tax return. Married couples may be able to gift even more.

If supporting the next generation is part of your financial plan, understanding these rules can help you make informed decisions.

Share this with someone who may be helping their family financially.

What does it mean to work with a fiduciary?You've probably heard the word before, but what does it actually mean?A fiduc...
07/30/2026

What does it mean to work with a fiduciary?

You've probably heard the word before, but what does it actually mean?

A fiduciary is a financial professional who is legally and ethically required to put your best interests first.

In practice, that means recommendations should be made based on your goals, your financial situation, and what you're trying to accomplish.

Whether you're planning for retirement, growing your investments, or navigating a major life change, working with a fiduciary means you can have confidence that the advice you're receiving is focused on what's best for you.

Did you know the way you pay for college can affect your taxes?Many families don't realize that coordinating college pay...
07/20/2026

Did you know the way you pay for college can affect your taxes?

Many families don't realize that coordinating college payments with available education tax credits could make a meaningful difference. With a little planning, you may be able to maximize both your college savings and valuable tax benefits.

In our latest article, Paul Hansen, CFP®, CPA, explains how it works using a simple, real-world example.

Read the full article: https://hfgtrust.com/529-plan-college-tax-credits/

07/15/2026

When it comes to passing assets on to your heirs, is it better to do so during your lifetime or through your estate plan? Let's explore this question with Certified Financial Planner™ Megan Nichols:

💡One key concept you need to know is called a step-up in basis.

In many cases, inherited assets receive a "step-up in basis," meaning their tax value is reset to their current market value. That can wipe out years of built-up capital gains for tax purposes.

Vs. Passing assets DURING your lifetime:

In simple terms, when you give an appreciated asset during your lifetime, the person receiving it often takes on your original tax basis (what you paid for it), rather than getting a new basis based on the asset’s current value.

Questions about estate planning or taxes? Drop them in the comments—we may cover them in a future video!

Address

Kennewick, WA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15097357507

Website

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