About Roger S.
Roger S. Helman started his professional adventure in the mid-1980s after earning a B.A. in Political Science from the University of Michigan in 1985. He went on to obtain his J.D. from the University of Detroit Mercy in 1991 and later added a Certified Financial Planner credential from the College for Financial Planning in 1997. Those academic milestones frame a profession that moves between finance and regulation.
Helman’s early work used to be in banking. In 1989 he served as an assistant manager at Old Kent Bank & Trust Co., where he gained hands-on knowledge in client offerings and financial operations. A few years after completing law program he joined Drolet Freeman Preston & Cotton PC as an associate in 1994. Two years later he launched his personal practice, registering Rogers S. Helman, Esq., PLC as attorney and owner in 1996, a pass that based him as a private-practice lawyer in Michigan.
The aggregate of a J.D. and CFP shapes how Helman strategies client things. He handles estate making plans and estate administration things, and he advises on financial making plans factors that intersect with wills, trusts, and asset transfer. He works thru the technical components of documents and the realistic penalties for clients and their families. His background in both banking and regulation means he frequently deals with the paperwork and the numbers as well as the legal strategy.
Over the years Helman has practiced beneath his personal company name and maintained a workplace indexed as Keweenaw Estate Planning PLC. He is licensed to practice in Michigan and has constructed a practice that serves individuals and households throughout the state. He is comfortable drafting trusts and wills, guiding executors thru probate, and explaining tax and financial issues that have an effect on the disposition of belongings.
Clients and colleagues notice that his work has a tendency to be methodical. He lays out alternatives, explains exchange-offs, and prepares the files had to carry out a chosen plan. He attracts on almost 3 decades of combined experience in law and monetary making plans when advising on multi-layered property matters.
As of 2026 he continues to practice in Michigan, operating from his office at Keweenaw Estate Planning PLC and handling property making plans, probate management, and associated financial making plans matters for personal clients.
