Is Your Revocable Trust Meeting Your Expectations?
Trusts serve various purposes, from safeguarding assets to securing future generations' wealth. However, there are two common issues where trusts may fall short of achieving their intended goals.
The first issue is when a trust is not adequately funded. Many people have a trust in place but fail to transfer their investment accounts into the trust's name. At HPWG, we meticulously assess our clients' financial situations, regularly reviewing asset titles and beneficiary designations to ensure their wealth accumulation objectives are effectively met.
The second issue pertains to trusts being invested in allocations that don't align with the beneficiaries' long-term time horizons. This mismatch can result in decades of underperformance for beneficiaries who will eventually inherit the funds.
Are your trust investments aligned correctly?
Take control of your trust and maximize its benefits! Let's discuss how HPWG can help you optimize your trust's performance and secure your financial future.
Book a 45-minute introductory call today and allow us at HPWG to introduce ourselves.
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Todd M. Hoffman CFP®, CPM®
Founding Partner
Executive Managing Director
Senior Portfolio Management Director
Wealth Manager
CONTACT:
Steward Partners Global Advisory
600 Cleveland Street, Suite 1150
Clearwater, FL 33755
Direct 727.351.5323 Fax 727.281.8115
Toll Free 844.367.1613
Email: todd.hoffman@stewardpartners.com
Website: www.todd-hoffman.stewardpartners.com
Asset Allocation does not assure a profit or protect against loss in declining financial markets
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/recognition.35.html.
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.
International investing may not be appropriate for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, the absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets.
AdTrax #7195992.1 Exp 10/15/2026