Top 5 Reasons Parents Disinherit Children
No joke- these are the top 5 reasons parents tell us why they are choosing to disinherit a child: He/she claims we... Read More
THREE LITTLE PIGS
Once upon a time, there were three little pigs and the time came for them to leave home and seek their fortunes.... Read More
ARE YOU ACTING LIKE SCARLETT O’HARA IN THIS PANDEMIC?
Your estate plan is out of date. Yet you continue to postpone your opportunity to update everything. You need to avoid probate,... Read More
The Biggest Shocker about Joe Biden is…
His new proposal to eliminate the step-up in basis. Read Internal Revenue Code § 1014. https://www.wsj.com/articles/read-joe-bidens-lips-new-taxes-11596235892
TOP 10 REASONS TO UPDATE YOUR ESTATE PLAN TODAY
If your financial power of attorney is over 5 years old, it is powerless! Your power of attorney won’t be accepted by... Read More
The Trust Doctor (W. Bailey Smith) Behind His Plexiglass Barrier for Your Protection
Yes, we are open for business for both our Irvine and Long Beach offices. Call or email us today – 949-833-8891 or... Read More
ALL MY CHILDREN WEAR FUR COATS: ESTATE PLANNING FOR YOUR PETS
There are more pets than children in American households, and for many people, old and young alike, pets are as much a... Read More
The Last Great Tax Break for 2019
THE LAST GREAT TAX BREAK FOR 2019 You may be looking for a way to make a big difference to help further... Read More
Trouble in the Chicken House (or Congress’s New Money Grab)
Congress can’t wait to get its hands on America’s retirement account assets. The House passed the Setting Every Community Up for Retirement... Read More
