by Erik Helgesen | Aug 18, 2025 | Estate Planning
When creating your estate plan, one of the most important decisions you will make is who will serve as trustee. A trustee has the responsibility of managing your assets, making distributions to your beneficiaries and carrying out your wishes exactly as you intended....
by Erik Helgesen | Aug 4, 2025 | Estate Planning
Creating an estate plan is a crucial step in protecting assets and ensuring that your loved ones are cared for, but it should not be a one-and-done process. Even a well-crafted plan can run into trouble if it isn’t clearly communicated or carefully structured....
by Erik Helgesen | Jul 28, 2025 | Estate Planning
When we think about planning for the future, we often focus on the big milestones – retirement, passing on assets, or providing for loved ones. But there’s another kind of planning that’s just as important: deciding who will speak for you if you can’t speak for...
by Erik Helgesen | Jul 7, 2025 | Estate Planning
There may come a time when someone you love is no longer able to make decisions about their health, their living situation, or their finances. Whether due to illness, aging, or a disability, this kind of transition can be emotional and difficult – for everyone...
by Erik Helgesen | Jun 16, 2025 | Estate Planning
It has become common for people to assume that probate is something to be avoided at all costs. While it may be a good idea to avoid probate, the probate process exists for a reason and in some cases it can offer important protections and clarity. So is probate really...
