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Helping you make the best decisions for the people who matter most to you.

Estate Planning Strategies for High-Net-Worth Individuals & Families

Keith Wells 12/19/24 Keith Wells 12/19/24

Estate Planning Strategies for High-Net-Worth Individuals & Families

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End-of-Year Estate Planning Tips: What to Know for 2025

Keith Wells 12/2/24 Keith Wells 12/2/24

End-of-Year Estate Planning Tips: What to Know for 2025

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Minimize Taxes With An Optimized Estate Plan

Keith Wells 11/13/24 Keith Wells 11/13/24

Minimize Taxes With An Optimized Estate Plan

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Top 5 Mistakes People Make with Wills and Trusts and How to Avoid Them

Kelly Smith 10/17/24 Kelly Smith 10/17/24

Top 5 Mistakes People Make with Wills and Trusts and How to Avoid Them

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Required Actions If You Have Ownership In A Business

Kelly Smith 4/24/24 Kelly Smith 4/24/24

Required Actions If You Have Ownership In A Business

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How Bruce Willis' Dementia Diagnosis Will Affect His Estate Plan

Keith Wells 4/14/23 Keith Wells 4/14/23

How Bruce Willis' Dementia Diagnosis Will Affect His Estate Plan

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When Someone Dies Without a Will or Living Trust

Keith Wells 2/14/23 Keith Wells 2/14/23

When Someone Dies Without a Will or Living Trust

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Lessons Learned from Lisa Marie Presley's Amended Living Trust

Keith Wells 2/14/23 Keith Wells 2/14/23

Lessons Learned from Lisa Marie Presley's Amended Living Trust

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Client Case Study: Different Circumstances Require Different Estate Plans

Keith Wells 2/14/23 Keith Wells 2/14/23

Client Case Study: Different Circumstances Require Different Estate Plans

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Keith Wells 7/20/22 Keith Wells 7/20/22

The Difference Between a DNR, Living Will, and a Healthcare Power of Attorney

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Keith Wells 6/13/22 Keith Wells 6/13/22

New Home Contract Review

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Keith Wells 11/29/16 Keith Wells 11/29/16

Contractor Liens FAQs

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Keith Wells 9/9/16 Keith Wells 9/9/16

What you should know before hiring a contractor

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Keith Wells 8/25/16 Keith Wells 8/25/16

I changed my mind! (Buyers Remorse)

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Keith Wells 8/16/16 Keith Wells 8/16/16

Do you have a living will?

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