Knowledge & Experience You Can Trust
W. Bailey Smith has been quoted in Reader's Digest, Wall Street Journal, American Bar Association Journal, & Orange County Register
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Contact us today at 949-833-8891 to learn more about how we can help protect your assets.
Why Hire Us?
Learn more about the education, talent, and experience we offer, as well as the media exposure this has earned. Review our client testimonials and allow us to prove why we deserve your trust.
To Begin
View or print the 55-page booklet entitled "How to Plan Your Estate Today," filled with helpful information that will answer your many estate planning, trust, and probate questions.
Updates
Our blog contains a wide variety of news on current topics that matter to you & your estate. Don't miss out on any of this valuable information! Click here to visit our blog
Keep your money in the family
Most estates do not make it to the grandchildren. If you can protect your estate during the life of your children, then it will be available for your grandchildren. Wouldn't it be nice if your estate could then transfer to your grandchildren, estate-tax free? It can - we just need to put the appropriate language in the document.
For nearly 39 years, I have guided and assisted thousands of clients to maintain their estates and avoid probate by keeping their legal documents up-to-date. You would not believe how many people I have spoken to who have not updated their estate planning documents for many years. Or worse yet, have never even taken the time to create a trust to protect their assets and their loved ones. This is just plain dangerous during these critical financial times! Yet, with the proper experience, this can easily be remedied.
Our philosophy is simple: you worked your entire life to build your estate - now you need to protect it. We work hard to ensure your assets remain in your family, safe from creditors and the aberrant in-law. We also strive to eliminate the death tax, eliminate conservatorships, and establish a legacy trust that protects property through 'anti-gigolo' and 'anti-floozy' provisions. We can create a family bank for your assets that will keep family money in the blood line for 90 years after your death. We also help our clients eliminate probate by setting up trusts and funding those trusts with your assets. Best of all, our planning will keep your affairs private and away from the prying public.
Please accept my invitation to update your estate planning documents today. If you have recently done so, then please pass my invitation on to your family and friends. If you would like me to review your current estate planning documents (wills, trusts, etc), please contact us and ask about our free initial consultation.
As one of only 60 certified estate tax planning specialists in Orange County, we have the experience you need.
For nearly 39 years, I have guided and assisted thousands of clients to maintain their estates and avoid probate by keeping their legal documents up-to-date. You would not believe how many people I have spoken to who have not updated their estate planning documents for many years. Or worse yet, have never even taken the time to create a trust to protect their assets and their loved ones. This is just plain dangerous during these critical financial times! Yet, with the proper experience, this can easily be remedied.
Our philosophy is simple: you worked your entire life to build your estate - now you need to protect it. We work hard to ensure your assets remain in your family, safe from creditors and the aberrant in-law. We also strive to eliminate the death tax, eliminate conservatorships, and establish a legacy trust that protects property through 'anti-gigolo' and 'anti-floozy' provisions. We can create a family bank for your assets that will keep family money in the blood line for 90 years after your death. We also help our clients eliminate probate by setting up trusts and funding those trusts with your assets. Best of all, our planning will keep your affairs private and away from the prying public.
Please accept my invitation to update your estate planning documents today. If you have recently done so, then please pass my invitation on to your family and friends. If you would like me to review your current estate planning documents (wills, trusts, etc), please contact us and ask about our free initial consultation.
As one of only 60 certified estate tax planning specialists in Orange County, we have the experience you need.
Presentations
W. Bailey Smith's most popular presentation is entitled, "The John Wayne Problem & the Bing Crosby Solution." Click here to discover the tough lessons these American legends learned, and the ramifications for you.
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