annual gifting

A Few Rules for Asset Transfers – Consider This…

April 23, 2015

handingdownTransferring your assets, whether to another person, an organization or a legal trust, should be straightforward and simple. In reality, though, moving your money or property can trigger a gantlet of taxes and legal requirements. But while the process can seem daunting, asset transfers remain a critical tool for planning your financial future and deploying your wealth in the way you see fit.

At HFG Wealth Management, we make it a point to stay abreast of the most effective asset-transfer strategies. And in tandem with our trusted legal partners, we help our clients to move their assets with a minimal difficulty. (more…)