Warren Buffett Talks to His Kids About His Will. You Should Too.
The billionaire investor has a simple estate-planning suggestion for parents. It’s one that lots of us would rather ignore. Warren Buffett wants... Read More
IS YOUR TRUST A TICKING TIME BOMB?
These days very few families need a complicated tax avoidance trust also known as an A-B Trust. Many trusts were set up... Read More
Merry Christmas 2024
Wishing you a joyous holiday season filled with peace, love and happiness. May the spirit of Christmas bring warmth to your home... Read More
Best Lawyers 2024
I am honored to be recognized as one of the Best Lawyers in the United States in the area of Trusts and... Read More
Some of the Favorite Beneficiaries Wear Fur!
Your pet is like your kid. We love them unconditionally. Our pets come to us from the pet store, rescue shelter, and... Read More
Old Beneficiary Form Gave His Ex $1 Million
Jeffrey and Margaret dated in the 1980s. Now, almost 40 years after they broke up, she stands to inherit his $1 million... Read More
Veterans Day – Honoring All Who Served
Thank You! Today, as we reflect on the selfless service and sacrifice of our Veterans, we wish to extend our gratitude to... Read More
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
