Estate Planning Services
Helm aims to navigate you through investing, retirement planning, and wealth management. We also provide essential services, such as estate planning, business succession planning and family inheritance planning. You want your family and business's future secured with a succession plan that works for you. At Helm, we make planning simple.
Estate Planning
Estate planning is the process of pre-arranging, before death, the disbursement of your assets and wealth in the event of your passing. Portfolios of all sizes and types, both personal and business, can benefit from estate planning to minimize the various taxes that go along with wealth inheritance. The depth of our network of professional advisors facilitates all aspects of your estate and business succession planning.
Trust Planning Services
One of our essential state planning services includes trust planning; a trust is an agreement between you and a third party or executor who holds assets on behalf of your beneficiaries. Set up correctly, you can protect assets from liability, marriage breakdown and distribution of income to beneficiaries in a controlled environment, among other benefits. In addition, we perform a rigorous audit of your wealth portfolio and assets to establish strategies that save you fees and taxes by implementing solutions that meet your needs.
What Our Clients Are Saying
“We have had the opportunity to work with Gerald from Helm in dealing with our family estate. His advisement has been well informed and professional in dealing with business, finance and strategic planning. We would use again and recommend!”