Michelle M. Smith

speaker

556 appearances 1 recordings 1 series first heard Jul 2026 last heard 8 Jul

Michelle M. Smith’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Estate planning changes disguised as divorce planning or divorce planning disguised as estate planning changes.

Oh, we need to redo the trust.

We need, I need to change the trustee.

It really shouldn't be you.

It,

estate planning can often be divorce planning.

Not all the time, right?

There's asterisks, but be very careful if out of the blue, there's a request for a massive estate planning overhaul when nothing really changed.

Okay, it's different if you sell a business for $20 million and now you want to fund some kids' trusts, but estate planning can masquerade

Whoa!

Second thing, you really, really, really need to watch your income taxes and blindly signing a tax return.

The innocent spouse relief is –

not as airtight as one would think it is.

You sign a joint tax return, you are liable.

Individually, together, you are liable.

So you don't sign that tax return until you understand it.

And if it's given to you at midnight on April 15th, you have the right.

Again, let's carve out domestic abuse, emotional abuse.

Sometimes you have to, but as soon as possible, you need somebody independent looking at that.

And you need to make sure what was filed is what you signed.

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