The Biggest Shocker about Joe Biden is…
His new proposal to eliminate the step-up in basis. Read Internal Revenue Code § 1014. https://www.wsj.com/articles/read-joe-bidens-lips-new-taxes-11596235892
TOP 10 REASONS TO UPDATE YOUR ESTATE PLAN TODAY
If your financial power of attorney is over 5 years old, it is powerless! Your power of attorney won’t be accepted by... Read More
The Trust Doctor (W. Bailey Smith) Behind His Plexiglass Barrier for Your Protection
Yes, we are open for business for both our Irvine and Long Beach offices. Call or email us today – 949-833-8891 or... Read More
74% OF THE PUBLIC ARE MISSING THE MOST IMPORTANT LEGAL DOCUMENT!
Of all your legal documents, your medical directive is the only one that you will need to quickly access your emergency information.... Read More
ALL MY CHILDREN WEAR FUR COATS: ESTATE PLANNING FOR YOUR PETS
There are more pets than children in American households, and for many people, old and young alike, pets are as much a... Read More
Disaster Proof Your IRA
An IRA is an individual retirement account. It is owned by you, an individual, not your trust. An IRA is a retirement... Read More
Should I Tell My Children About My Inheritance Plan?
Yes, as I believe transparency is the best approach to estate planning. Transparency varies between families but at a minimum, you need... Read More
W. Bailey Smith – 2020 Southern California Super Lawyer!
W. Bailey Smith, Certified Tax Planning Specialist is very proud to announce that he has been designated as a 2020 Southern California... Read More
CHOOSING A TRUSEE FOR YOUR TRUST
One of the most important decisions you will make is who will serve as your trustee. The trustee you name will play... Read More
SANTA’S 2019 ESTATE PLANNING: A NAUGHTY OR NICE LIST
Have you been naughty or have you been nice in 2019? This article is directed towards all my clients, and all estate... Read More
