Legacy Planning

Connect Your Wealth to What Matters Most

More than documents. A plan that reflects your values, your family, and your intentions.

 

Effective legacy planning is not just about having a will or trust in place. It is about ensuring that the structures you put in place reflect your actual intentions, are coordinated with your broader financial plan, and are communicated clearly to the people who matter.

Helium Advisors helps clients think through legacy and estate planning in a way that connects legal structures to family priorities, tax considerations, and long-term stewardship goals. We work alongside estate attorneys and coordinate estate strategy with the broader financial plan, so nothing is designed in isolation.

What We Help Coordinate

  • Beneficiary and account-structure review and alignment
  • Trust funding and asset titling coordination
  • Working alongside estate planning attorneys for document strategy
  • Charitable giving vehicles: donor-advised funds, charitable remainder trusts, gifting strategies
  • Family communication and next-generation financial preparation
  • Life insurance review as part of the estate and legacy picture
  • Liquidity planning for estate-related needs, including potential estate tax obligations

For Families with Meaningful Assets

When wealth is significant, legacy planning conversations become more complex — and more important. Clients with business interests, appreciated assets, concentrated stock, retirement accounts, real estate, or charitable goals often need a more coordinated approach that involves multiple advisors working together.

Our role is to serve as the planning hub: ensuring investment decisions, tax planning, and estate strategy align around a shared picture of what our clients are building and what they want to pass on.

Bryan Kiss, CFP® - Trusts & Estates Lead

Helium recently welcomed Bryan Kiss, CFP® as our Senior Advisor focused on legacy and estate planning coordination. Based in Atlanta, Bryan works with clients nationwide and brings a specialized focus to wealth transfer conversations, trust and beneficiary planning, and the personal and family dimensions of estate work.