March 29, 2018 - Law Offices of W. Bailey Smith

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March 29, 2018

Joint Tenancy Is a Death Tax Trap & an Income Tax Disaster

29 Mar 2018
W. Bailey Smith
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Most people hold title to their investments in joint tenancy, but this is often not the best way to hold title. To...
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About Us

W. Bailey Smith is a Certified Specialist in Estate Planning, Trust Administration and Probate. He has served as an Agent in Counter-Intelligence in the U.S. Army. He graduated from Stanford University and the University of California, Hastings College of the Law.

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Some Assets Don’t Belong in Your Trust

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