If Your Trust Is Not Properly Funded, It’s Worthless
Recently I met with an international couple who have a manufacturing business in Orange County. He is from Japan she is from... Read More
Avoiding the Groucho Marx Problem
Groucho Marx got caught in a conservatorship because he became senile and could no longer take care of himself. Even though Groucho... Read More
Is Your Trust a Ticking Time Bomb? Avoid Unnecessary Hassle and Expense for your Family
Everything you need to know about A-B Trusts and how to fix them. View the full guide here. Call W. Bailey Smith... Read More
The Triple Generation Trust
Karen and Duncan McCoy were interested in planning their estate to protect their children from any future divorces and keep their family... Read More
What Clients Are Saying About “The Trust Doctor” (W. Bailey Smith): “Retired Lawyer Transferred His Practice to The Trust Doctor”
“I retired from the practice of Law in 2013. All of my client’s’ files were transferred to Bailey’s office. I have known... Read More
What Clients Are Saying About W. Bailey Smith: “We Have Used The Trust Doctor for 25 Years”
“Bailey is one of the few certified estate tax attorneys in Orange County. He drafted our estate plan. He represented us in... Read More
What Clients Are Saying About W. Bailey Smith: “Bailey Gave Me Peace of Mind”
Bailey Gave Me Peace of Mind “My Wife and I could not be more please with the expertise and support provided by... Read More
New Death Tax, Gift Tax and GST Tax Exemptions in 2022
What are the new tax exclusion amounts for 2022? The total amount that a US citizen can transfer to another individual free... Read More