Let The Helfing Law Firm provide you with peace of mind for you and your family. With proper counsel, you can reduce the time that may be spent in Probate, reducing the burden of estate taxes, and securely preserve your assets. So it's a time of careful consideration and our firm applies compassionate legal counsel where we firmly believe in building relationships, not bills.

Our business and personal clients often face difficult business succession issues.  Most of our clients hold a variety of investment assets and each client is different.  No family is the same and there is no “standard plan or will”.  But we take the time to make sure each estate plan is done right and tailored to each family’s or business’ needs. 

All the while, we carefully explain each step in a way that actually makes sense and is understood.  Sounds simple and the way it should be, but we hear it time and time again at how relieved our clients are when the process is completed and the kind words they have to share with us based on their experience with The Helfing Law Firm.    

Estate planning may include one or a combination of several methods of accumulation, conservation, and distribution methods.  Many people think they just need a will.  That is great.  A will takes care of your loved ones upon your passing.  But what about you while you are alive?  This is too often overlooked.  You must not forget to take care of yourself too.  That is why we also prepare for our clients:

• a Last Will and Testament;
• a Durable Financial Power of Attorney;
• a Health Care Power of Attorney;
• a Living Will; and
• a Living Trust. 

A Trust is an integral part of a good estate plan.  We prepare them for our clients as well.  Our legal expertise will help determine the most efficient and effective methods based on your assets and wishes of consideration. We may use a variety of estate planning techniques such as:

• A-B and Bypass Trusts
• Buy/Sell Agreements
• Charitable Remainder Trusts
• Children or grandchildren trusts 
• Credit shelter trusts
• Crummey trusts
• Generation-skipping trusts 
• Life insurance trusts
• Living or revocable trusts
• Marital trusts 
• Medicaid qualifying trusts
• Qualified personal residence trusts