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 11, 2025 | Estate Planning
Most people have heard that it’s smart to avoid probate court — but many don’t fully understand why. While probate can help ensure a fair distribution of your assets, it can be costly, time-consuming and could compromise your family’s privacy. Here’s what...
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...
