Shall I Put My Home in Joint Tenancy with My Child?
I’m constantly hearing from clients that tell me about avoiding probate by placing their home in joint tenancy with their child. After... 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
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
If Your Trust Is Not Properly Funded, It’s Worthless
Recently I met with an international couple who have a manufacturing business in Orange County. He is from Japan she is from... 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
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
Who Gets It When You Go?
It depends on how you hold title to your property. Some property will pass according to the title on the property and... Read More
When Do You Plan To Retire?
One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a... Read More
After 7 Years in Litigation, Michael Jackson’s Estate Ruling is a Victory for his Estate
This Wall Street Journal article gives a good summary about Michael Jackson’s ongoing estate litigation.
