Investment Archives - Law Offices of W. Bailey Smith

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Investment

Where is your beneficiary designation form?

23 May 2024
W. Bailey Smith
0
Blog, Estate Planning

Your beneficiary designation forum is the document that controls your IRA, 401 (K), and other retirement plans. You need to keep a...
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How Limited Liability Companies (LLCs) and Corporations Protect Your Life Savings

19 Jun 2017
W. Bailey Smith
0
Blog

Last year over 24,000,000 lawsuits were filed. If you own investment real estate or a business you should consider creating a limited...
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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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Well Attended Successor Trustee Seminar 2026

Happy Easter 2026

Successor Trustee Seminar 2026

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Address:
2601 Main St, Suite 1200
Irvine, CA 92614 Map

(949) 833-8891

bsmith@yourtrustdr.com

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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