Welcome Bryan Kiss, CFP®

Estate planning is about more than having a will.

 

Trusts, beneficiary designations, account ownership, tax considerations, and family circumstances can all affect how a plan ultimately works. The challenge is that these pieces are often handled separately, which can leave gaps between the legal documents and the financial assets they are intended to address.

 

That is one reason we are pleased to introduce Bryan Kiss, CFP®, Senior Advisor and Trust and Estates Lead at Helium Advisors. Based in the Atlanta area, Bryan works with individuals and families nationwide to help them understand how estate planning, wealth transfer and legacy decisions fit within their financial strategy. His role also helps clients coordinate these important conversations with their legal and tax professionals.

 

We will be sharing practical estate planning insights and Bryan will cover common questions, overlooked planning issues and steps families can consider before a situation becomes urgent.

 

A good place to begin is with a simple question:

When was the last time your estate plan, beneficiary designations and account ownership were reviewed together? A plan may have been appropriate when it was created, but marriages, divorces, births, deaths, businesses, and changes in wealth can all affect whether it still reflects your intentions. We are glad to have Bryan’s experience as part of the Helium Advisors team and look forward to sharing more of his perspective with our clients.