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
PRESENTATION SAT MAR 30
You, your family, and friends are cordially invited to a free educational seminar on “Changing of the Guard – what steps need... Read More
🍀☘️ Happy St. Patrick’s Day, everyone! ☘️🍀
Let’s embrace the luck of the Irish and spread joy wherever we go! Whether you’re donning green attire, enjoying a pint of... Read More
Some Assets Don’t Belong in Your Trust
While it is very important to make sure most of your assets are “IN YOUR TRUST,” there are several assets that typically... Read More
World Affairs Council Gala
World Affairs Council Gala with Lieutenant Gen. H.R. McMaster, Steve Zelarney and the Trust Dr. (W. Bailey Smith).
Beware, Joint Ownership Can Destroy Even the Best Estate Plan!
One of the biggest problems people make in estate planning is joint ownership. We are not talking about when a husband and... Read More
What Clients Are Saying About “The Trust Doctor” (W. Bailey Smith): “I Have Been a Lawyer for 30 Years but Needed Bailey to Write My Estate Plan”
“If you need a heart doctor, you’d want a board certified cardiologist. If you need an estate planning attorney, you’d want a... Read More
Repeal of the Proposition 19 Death Tax Will Miss the November 2022 Ballot
The Howard Jarvis Taxpayers Association announced that its Repeal of the Death Tax initiative did not secure the needed signatures in time... Read More
