W. Bailey Smith, A Certified Estate Planning Attorney

Longevity is generally better than its alternative. But when the body or especially the mind wears out, caring for yourself or finding someone else to do it for you can impoverish you in short order. These books are all in their own...

Aging Parents with Lots of Stuff, and Children Who Don’t Want It

12 Sep 2017

W. Bailey Smith

Blog

Mothers and daughters talk about all kinds of things. But there is one conversation many daughters are reluctant to have with their mothers. What to do- eventually- with mother’s beloved set of Lenox china, silver, and antiques? The only heirlooms Susan wants...

Living Trust or Living Nightmare?

08 Sep 2017

W. Bailey Smith

Blog

Outdated documents can be worse than no estate plan at all. We have reviewed thousands of trusts in California and have found that many of these old estate plans can put your estate in serious jeopardy. Call our office to update your...

Protect Your Children’s Inheritance

31 Aug 2017

W. Bailey Smith

Blog

How are you leaving assets to your children? Are you leaving your assets to your children unprotected when you die, or are you leaving the assets protected in an ongoing trust? The typical revocable living trust allows your children to avoid probate...

How to Get Started

30 Aug 2017

W. Bailey Smith

Blog

Contact us for a free consultation to discuss your estate plan at 949-756-0684. We will send you a questionnaire for you to complete and have available at the consultation. (Or click here to Download the Questionnaire.) You and your spouse must be...

Will You Become the Next Terri Schiavo

30 Aug 2017

W. Bailey Smith

Blog

The American Medical Association tells us that 78% of the patients at the emergency rooms today don’t have a current HIPAA release form or an advanced health care directive. If you have a medical emergency, it is important to have an advanced...

Was Your Will Written in the Statehouse? The “Intestate Statute”…

03 Aug 2017

W. Bailey Smith

Blog

Was your will written by Jerry Brown? Everyone has a will but not everyone has written a personal will. If you have been a procrastinator and never written a will, no problem because Jerry Brown has written the will you failed to...

How Limited Liability Companies (LLCs) and Corporations Protect Your Life Savings

19 Jun 2017

W. Bailey Smith

Blog

Last year over 24,000,000 lawsuits were filed. If you own investment real estate or a business you should consider creating a limited liability company or a corporation to protect your personal assets from claims and liabilities relating to those business assets. Yes,...

Busting Your A-B Trust

01 Jun 2017

W. Bailey Smith

Blog

These days very few families need a complicated tax avoidance trust. Many trusts were set up over the years to help protect wealth from death taxes. The old A-B Trust allowed you to double the tax savings by creating 2 trusts. However,...

Why You Should Hire W. Bailey Smith As Your Attorney

22 May 2017

W. Bailey Smith

Blog

Over 6,000 satisfied clients have discovered the benefits of our proven system_ Mr. Smith has personally drafted over seventhousand (7,000) Trusts. We specialize in helping families keep their assets in their family bloodline. We avoid creditors and predators so that your assets...

What is the Biggest Legal Loophole in the Tax Law Today

01 Apr 2016

W. Bailey Smith

Blog

Even for those with modest estates, one available planning option which is growing in popularity is the “Family Legacy Trust.” This arrangement is also known as the “Generation Skipping Trust,” or the “Dynasty Trust,” because it is intended to provide a source...

Grantor Retained Annuity Trusts (GRATS) – How Beneficial?

01 Apr 2016

W. Bailey Smith

Blog

The Grantor Retained Annuity Trust (GRAT) is an irrevocable trust that you create. At the end of its life it will transfer the assets remaining in the trust to someone else (normally your children). While the trust is in existence, it pays...

Blog

Four Great Books on Aging and Elder Care

Aging Parents with Lots of Stuff, and Children Who Don’t Want It

Living Trust or Living Nightmare?

Protect Your Children’s Inheritance

How to Get Started

Will You Become the Next Terri Schiavo

Was Your Will Written in the Statehouse? The “Intestate Statute”…

How Limited Liability Companies (LLCs) and Corporations Protect Your Life Savings

Busting Your A-B Trust

Why You Should Hire W. Bailey Smith As Your Attorney

What is the Biggest Legal Loophole in the Tax Law Today

Grantor Retained Annuity Trusts (GRATS) – How Beneficial?

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