The Last Great Tax Break for 2019
THE LAST GREAT TAX BREAK FOR 2019 You may be looking for a way to make a big difference to help further... Read More
W. Bailey Smith, Esq. Rated “AV Preeminent” by Martindale-Hubbell
Proud to announce that attorney W. Bailey Smith was rated “AV Preeminent” by The Martindale-Hubbell® Peer Review Ratings™. This rating is based... Read More
Aretha Franklin’s Handwritten Wills are a Disaster
The Queen of Soul died in 2018 with an estimated net worth of $80 million. She left three handwritten wills and four... Read More
Finding Out Your Power of Attorney is Powerless
You think you’ve done everything right: Your mother has signed a durable power of attorney. Among other things, it allows you to... Read More
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
