Beware Joint Ownership Can Destroy Your 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
30 Years Ago Today, Happy Anniversary Linda!
Linda and Bailey remembering our wedding at the American Cathedral in Paris and our wedding reception at the Ritz Hotel on the... Read More
What Clients Are Saying About “The Trust Doctor” (W. Bailey Smith): “Forget the rest when you can have the BEST.”
“Bailey Smith provides the highest level of extraordinary service as a Trust Attorney. Forget the rest when you can have the BEST. Your... Read More
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.
