PRESENTATION SAT MAR 30
You, your family, and friends are cordially invited to a free educational seminar on “Changing of the Guard – what steps need... Read More
🍀☘️ Happy St. Patrick’s Day, everyone! ☘️🍀
Let’s embrace the luck of the Irish and spread joy wherever we go! Whether you’re donning green attire, enjoying a pint of... Read More
Some Assets Don’t Belong in Your Trust
While it is very important to make sure most of your assets are “IN YOUR TRUST,” there are several assets that typically... Read More
World Affairs Council Gala
World Affairs Council Gala with Lieutenant Gen. H.R. McMaster, Steve Zelarney and the Trust Dr. (W. Bailey Smith).
Your Retirement Accounts Don’t Go “IN” Your Living Trust!
I can’t tell you how many times clients tell me, “Yeah, I put my IRA in my living trust.” You see, an... 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
Beware, Joint Ownership Can Destroy Even the Best Estate Plan!
One of the biggest problems people make in estate planning is joint ownership. We are not talking about when a husband and... Read More
and the Oscar goes to…
The “Trust Dr” for his role in saving over 7,000 families from Probates, Conservatorships and Death Taxes.
How Donald Trump’s Tax Reform Act Affects Your Estate Planning
Learn about Trusts and how the latest tax reform act of 2018 affects your estate planning.