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
Honoring Our American Heroes
Honoring our American heroes who made the ultimate sacrifice. Especially my fellow agents in counterintelligence who died during the Vietnam War. W.... Read More
Where is your beneficiary designation form?
Your beneficiary designation forum is the document that controls your IRA, 401 (K), and other retirement plans. You need to keep a... Read More
If Heirs Are Fighting, Try Mediation
Mediation is a way of settling disputes before they escalate into litigation. Mediation has become popular because it reduces the need for... Read More
