Puppies or Probate?
How do you want to spend your time? Probates are complicated, asking for help is not! Call the Trust Dr. (W. Bailey... Read More
Happy Halloween
Happy Halloween from Hanalei Bay, Kauai. The Trust Dr is the short guy in the red hat!
NEW TAX ADJUSTMENTS FOR 2025!
Annual Exclusion increased from $18,000.00 to $19,000.00 Estate Tax Exemption increased from $13,610,000 to $13,990,000
COMMANDER’S PALACE IN NEW ORLEANS
A Michelin 3 Star experience in New Orleans with over 8,000 5 Star reviews! Our server was superb, the atmosphere elegant, and... Read More
The Trust Dr. (W. Bailey Smith) Speaks to the OC Standford Club
*Pictured: W. Bailey Smith, Riyad Said (Client Advisor at BMO), and Robert Motoshige (Managing Director of Community Improvement Capital LLC)
Lessons Learned From Britney Spears’s Financial Conservatorship
Conservatorships are imposed by the Court on individuals who can no longer take care of themselves financially or health wise. They are... Read More
The Brady Bunch Breaks Down: Estate Fights Tear Stepfamilies Apart
More American couples are coming together with children from prior relationships. It often goes well until it comes time to read the... Read More
Dining at the Getty Museum
Lenda and W. Bailey Smith (the Trust Dr.) were delighted by our tour of the Getty Museum and pleasantly surprised at the... Read More
How to Avoid Lawsuits?
Lawsuits can be filed by anyone and there’s no sure way to avoid them. It is impossible to anticipate every issue that... Read More
