by Erik Helgesen | May 25, 2025 | Estate Planning
A revocable (or living) trust is a cornerstone of a solid estate plan. It allows your loved ones to avoid the delays and costs of probate while ensuring your assets are distributed according to your wishes. But a trust isn’t something you can set and forget — updates...
by Erik Helgesen | May 15, 2025 | Estate Planning
As with estate planning in general, many people think trusts are only for the very wealthy. In reality, personal trusts are an essential planning tool that can deliver benefits for a wide range of individuals and families. Whether your estate is modest or substantial,...
by Erik Helgesen | May 2, 2025 | Estate Planning
When planning for the future, many people consider creating a will or a trust to manage their estate. Both are valuable tools, but they serve different purposes and offer different benefits. Understanding the differences can help you make informed decisions about...
