Asset Protection Planning for Peace of Mind

Customized Asset Protection Planning to Shield Your Nest Egg.

Concerned About Creditors and Predators Attacking Your Nest Egg? Discover Peace of Mind.

Secure your assets and protect your family’s future with targeted asset protection planning.

If so . . .

We can make the tough decisions easier, provide the guidance your family needs and ensure your wishes are honored and respected.

Get the peace of mind you deserve.

Understanding the concern for your assets and loved ones against unforeseen threats is at the heart of our mission. With our focus on asset protection planning, we’ve empowered countless families to safeguard their wealth from creditors and predators, crafting customized strategies that ensure long-term security. Our dedication, built on trust and deep knowledge, makes us your ally in protecting what matters most. Let us extend this protective shield over your legacy, too.

about estate planning attorneys richard barid and michael smith

Experience the Peace of Mind
Asset Protection Planning Delivers

happy senior estate planning clients

Sleep Soundly Knowing Your Assets are Protected

Your legacy is not just protected—it’s secured, ensuring peace of mind for you and your loved ones, no matter what the future brings.

focused business team working on asset protection

Seamless Asset Protection Planning Integration

Our collaborative approach means your asset protection plan works hand-in-hand with your financial goals, ensuring a harmonious strategy that leaves no stone unturned.

happy senior couple asset protection

Build a Moat Around Your Assets

Insurance alone does not always adequately protect against all of these threats. We help professionals, small business owners, and property owners, protect their assets against potential litigation, judgments, liens, and fraud. 

Meet your shortcut to success . . .

The Legacy Protection
Planning Process

Step 1: Schedule

Schedule your free discovery call to get clarity on your situation and have all your questions about Smith Barid answered. Start your journey to a secure legacy with confidence.

Step 2: Crafting a Plan

We'll partner with you to craft a clear, customized plan. We create a tailored strategy encompassing all aspects of your legacy, from asset distribution to future care wishes, simplifying the complex legal landscape into manageable steps.

Step 3: Securing Your Peace of Mind

Our initial planning process is comprehensive, but we understand that life changes. We'll meet with you in the future to discuss any adjustments or additional support you may need, ensuring your peace of mind is always secured.

What our clients have to say . . .

Very thorough throughout entire process. My banker commented that my Living Trust was one of the best she had seen.

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5/5

Charlie Blaine

All of the staff were so helpful and knowledgeable. Everything from start to finish was easy and I felt really good about the finished product.

happy female estate planning client
5/5

Laura McKay

My wife and I were very happy with both the process and results at Smith Barid. The estate plan is what we were trying to achieve, an organized way to protect our assets and convey our wishes. I would highly recommend Smith Barid for estate planning.
C Orange
5/5

Calman Ambrosy

How are we different?

With Us

  • A carefully honed and well-defined process to ensure your legacy is protected for you and your family.
  • Your documents are prepared and executed in 45 days or less.
  • Mike Smith literally wrote the book on living trusts (The Ultimate Gift) and he and Richard have over 50 years of combined experience.
  • Fixed upfront pricing
  • Peace of mind that your legacy and your family are protected

With Them

  • A blank-slate approach that starts from ground 0 with every client
  • You may wait months or years to complete your estate plan.
  • A lawyer who’s juggling a million different practice areas from DUI to divorce to estate planning on the side.
  • Hourly billing potentially leaving you with a nasty surprise when your estate planning is finished
  • That uncertain feeling that something might have been left out

Here’s what you’ll get
when you work with us . . .

Personalized Asset Protection

You’ll get tailored advice that aligns with your circumstances and goals, ensuring that you receive a custom asset protection plan that perfectly fits your family’s needs.

Comprehensive Legacy Protection

Your assets and loved ones are safeguarded, and you can rest easy knowing your legacy is secure, regardless of what the future holds.

Streamlined Document Preparation Process

You will save time and avoid the stress of complex legal paperwork with our efficient, accurate estate planning process.

Collaborative Team Approach

Your estate plan will be comprehensive and fully integrated with your financial plan because we work closely with your financial advisors, accountants, and family members in a team-based approach.

Future-Proof Strategies

Your estate plan will remain effective and relevant because we use flexible planning that adapts to changes in the law and your circumstances. You still need a periodic checkup, but we do everything we can to create a plan that adjusts automatically.

Educational Resources and Workshops

You will gain clarity and confidence in your asset protection choices through our educational resources, helping you understand complex issues and make informed decisions.

To get all this and more…

The Comprehensive Legacy Checklist

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.