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
Busting A-B Trust
IS YOUR TRUST A TICKING TIME BOMB? These days very few families need a complicated tax avoidance trust also known as an...Read More
The “Trust Doctor” at it again!
The “Trust Doctor” at it again! Over the weekend I spoke about “How Donald Trump’s Tax Reform Act Affects Your Estate Plan”...Read More
What Happens to Your Airline Miles When You Die?
What would you do if you knew you had a potentially valuable asset that could vanish upon your death? Many airlines say...Read More
LET’S RETHINK THE MEANING OF ESTATE PLANS
A good estate plan goes beyond deciding who gets what and how much after you die. It should also address your...Read More
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.
