Happy Easter from W. Bailey Smith (The Trust Doctor) and Family
Happy Easter from our house to your House! Bailey Smith (The Trust Doctor) and Family
Happy St. Patrick’s Day!
They say every man is a Irish man on St. Patrick’s Day! Happy St. Patrick’s Day from the Trust Doctor (W. Bailey... Read More
The Triple Generation Trust
Karen and Duncan McCoy were interested in planning their estate to protect their children from any future divorces and keep their family... Read More
What Clients Are Saying About “The Trust Doctor” (W. Bailey Smith): “Retired Lawyer Transferred His Practice to The Trust Doctor”
“I retired from the practice of Law in 2013. All of my client’s’ files were transferred to Bailey’s office. I have known... Read More
What Clients Are Saying About W. Bailey Smith: “We Have Used The Trust Doctor for 25 Years”
“Bailey is one of the few certified estate tax attorneys in Orange County. He drafted our estate plan. He represented us in... Read More
New Death Tax, Gift Tax and GST Tax Exemptions in 2022
What are the new tax exclusion amounts for 2022? The total amount that a US citizen can transfer to another individual free... Read More
Hour of Power!
Troika with the Trust Doctor (W. Bailey Smith), Corey Udkoff, and George Prince at Tabu Shabu in Costa Mesa over sake.
Thank You To Our Veterans
I salute all my fellow Vietnam veterans who answered their country’s call. Especially for those that I trained with at the Army... Read More
Estate Planning Statistics
In spite of Covid-19, estate planning has largely decreased over the past decade dropping from more than 50% of Americans having a... Read More
Misconceptions About Retirement Strategies
“There are many ways to implement a successful retirement strategy. One of them is too carefully map out a sensible financial plan... Read More