by Erik Helgesen | Sep 16, 2025 | Estate Planning
Many people mistakenly believe that the transfer of trust assets is simple and automatic. In reality, the process is rarely quick. Administering a trust often takes months – and sometimes more than a year – depending on the complexity of the estate and the specific...
by Erik Helgesen | Sep 15, 2025 | Estate Planning
Serving as a trustee is both an honor and a responsibility. One of your most important duties is valuing the assets within the trust. This step can feel daunting, but it is essential. Knowing the true worth of what has been left behind not only ensures the accurate...
by Erik Helgesen | Sep 8, 2025 | Estate Planning
A thoughtful estate plan isn’t just about writing a will or creating a trust – it’s about making sure your loved ones are cared for and that your assets are passed on exactly as you intend. One of the simplest but most powerful tools you can include in your planning...
by Erik Helgesen | Sep 1, 2025 | Estate Planning
Being named trustee for a family member is an important responsibility. And while it may sound like a great honor, in reality stepping into this position means taking on a variety of important tasks, from managing assets and filing taxes to keeping accurate records...
by Erik Helgesen | Aug 24, 2025 | Estate Planning
Inheritance disputes are one of the most common causes of family conflict after the passing of a loved one. Emotions run high, and disagreements over assets – whether financial accounts, treasured heirlooms or the family home – can lead to long-term rifts between...
