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Fix Your Trust!

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Fix Your Trust!

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Don’t Need Your Current Life Insurance?

06 Feb 2018

W. Bailey Smith

0

Blog, Insurance, Investment

If you have a life insurance policy that you no longer want, consider selling it rather than simply surrendering it to the...

Penny Wise, Pound Foolish

17 Jan 2018

W. Bailey Smith

0

Blog, Investment, Trust

I had a client who didn’t want to pay us to transfer her 5 parcels of real estate to her trust. She...

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About Us

W. Bailey Smith is a Certified Specialist in Estate Planning, Trust Administration and Probate. He has served as an Agent in Counter-Intelligence in the U.S. Army. He graduated from Stanford University and the University of California, Hastings College of the Law.

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How Are You Making The Most Of The New Tax Cut?
The “Trust Doctor” at it again!
What Happens to Your Airline Miles When You Die?

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The information on this website is for general information purposes only. Nothing on this website should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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