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Pick your date. Register. Come listen.

Upcoming workshop topic:

When There’s No Plan: What Really Happens to Your Family?

What you’ll learn

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Reserve Your Seat

In Brent’s upcoming workshops, you’ll hear about things like:

What probate may actually look like for your family

Why some families end up stuck in court

How trusts may help avoid unnecessary delays and expenses

Common planning mistakes that create problems later

How to help protect the people and things that matter most to you

Brent Helms.

Come hear Brent explain complicated decisions clearly.

When you’re making a plan, it helps to work with someone who has seen these choices at every level. Brent has advised families with estates exceeding $1 billion and guided many others through complex, deeply personal planning decisions. That experience helps him give you clear, practical guidance.

Brent’s experience includes:

  • What this means for you

    He has seen how real disputes, wills, and guardianships play out in court, so he can help you avoid the problems that derail families.

  • What this means for you

    He has managed money and property for vulnerable people, so he knows how to build plans that protect you and the people who depend on you.

  • What this means for you

    He has handled estates for people who died without a plan, so he knows exactly what to prevent — and how to keep your family out of that situation.

  • What this means for you

    He understands how assets grow, move, and need to be protected.

  • What this means for you

    He helped criminalize elder abuse, neglect, and financial exploitation, giving him insight into the risks families face and how to guard against them.

  • What this means for you

    He understands how real families make decisions, so he can help you create a plan that fits your life.

Brent looks forward to meeting you at the workshop — hearing what’s on your mind, answering your questions, and helping you feel comfortable and clear about what comes next.

Read more about Brent

Ready to talk through your specific situation?

Brent would be happy to sit down with you, answer your questions, and help you think clearly about what may make the most sense moving forward.