Trouble in the Chicken House (or Congress’s New Money Grab)
Congress can’t wait to get its hands on America’s retirement account assets. The House passed the Setting Every Community Up for Retirement... Read More
The Trust Dr. is at it again!
W. Bailey Smith recently spoke at the Stanford University Sierra Camp in Lake Tahoe. His topic was “Is Your Trust a Ticking... Read More
SHALL I PUT MY HOME IN JOINT TENANCY WITH MY CHILD?
I’m constantly hearing from clients that tell me about avoiding probate by placing their home in joint tenancy with their child. After... Read More
HOW TO PAY FOR MEDICARE FOR ALL?
Numerous politicians are now proposing a new single-payer health insurance system for America. This new “Medicare for all” plan will be expensive.... Read More
Bernie Sanders Proposes to Jack Up the Taxes on the Rich
Vermont Senator Bernie Sanders proposes doubling the top death tax rate to 77% from 40% as a new way to tax the... Read More
THE FIRST TO THE HOUSE AFTER THE FUNERAL WINS (OR HOW TO PREVENT YOUR CHILDREN BATTLING OVER YOUR “STUFF”)
Many people believe estate planning is only about the money. But when it comes to personal effects, the real battle begins. “Stuff”... Read More
Decanting California Trusts: It’s Not Just For Wine
While decanting a good bottle of wine may be familiar to many people, California recently reenacted a law that allows a new... Read More
Trusts in the Age of Trump: Time to Re-Engineer Your Estate Plan
The federal tax overhaul doubled the amount of wealth you can pass to heirs estate-tax-free–without using any trusts or planning gimmicks. Trump’s... Read More
Busting A-B Trust
IS YOUR TRUST A TICKING TIME BOMB? These days very few families need a complicated tax avoidance trust also known as an... Read More
How Are You Making The Most Of The New Tax Cut?
What should you do before January 1, 2019 to make the most from President Trump’s new tax law? Based on your last... Read More
