Estate Planning For Ages 65 and Up

Estate Planning for Elderly

Once Americans hit retirement age, we enter a stage of financial transition that many have thoughtfully planned. Something we definitely don’t want to leave out of that plan is preparing for what financial moves we make to protect ourselves and our loved ones in the event of our death or incapacitation.  For the 65 and […]

Is a Simple Will Enough?

Is a will enough

Many people want to keep their arrangements as uncomplicated as possible when it comes to estate planning. After all, the more complex an estate plan is, the more expensive it is, right? The team at Smith Barid often hears this from our clients, and we understand the perspective that simpler is better.  In some cases, […]

Estate Tax Planning: Strategies for Minimizing Your Liability

estate tax planning

67% of Americans don’t have any estate plans in place. They don’t have a will or haven’t designated how their assets should be handled. Without solid estate tax planning in place, your heirs run the risk of paying much higher taxes on your assets. Are you concerned about how much estate tax your family will […]

How Life Insurance is Used in Estate Planning

Life Insurance for Estate Planning

Life insurance and estate planning often go hand in hand. For many Georgians, it represents a considerable chunk of their estate, and it’s essential to make informed decisions about how to distribute it upon payout to benefit yourself and your loved ones. While the particulars may vary depending on your situation, we’d like to answer […]

When to Seek Out a Special Needs Attorney

special needs attorney

About 61 million American adults suffer from a disability of some kind. If this describes a loved one who is dependent on you, it’s important to secure their needs and ensure that they are met even if something were to happen to you. A special needs attorney can help you get your affairs in order. Here, […]

6 Reasons You Need a Living Trust

reasons for living trust

When it comes to estate planning, many people put it off because of the added expense. Especially in uncertain economic times, it can be challenging to recognize the importance of an additional investment like this. However, an uncertain future is the last thing you want for yourself or your loved ones, and a living trust […]

What Can a Small Business Lawyer Do for You?

small business lawyer

It’s the age of the small business. No matter what skill or specialty you have, it is more possible than ever for you to file legal paperwork and open a company that can start generating revenue. Small businesses make up the majority of companies in operation, but they tend to have uphill battles trying to […]

Why Should You Hire an Estate Planning Lawyer?

estate planning lawyer

distributing your assetsIt’s very rare for people to think about improving and taking care of the lives of their loved ones after death. However, it’s one of the easiest and greatest things you can do for your estate and might even be the most important thing you can do. This is why many people choose […]

Pros and Cons of Whole Life Insurance as Part of an Estate Plan 

Whole Life Insurance

People who invest in life insurance often do so with the idea that they’re protecting loved ones in the event of their early death. The idea of easing their financial burden, especially while children are young, gives policyholders a sense of comfort that their family is protected should the unexpected happen.  As we age, the […]

How to Build Generational Wealth

How to Build Generational Wealth

For many Georgians, the idea of building a nest egg that will continue to benefit future generations brings a feeling of security in an unpredictable world. In the modern economic climate, it’s becoming increasingly expensive to raise a family, start a new enterprise, or simply afford the day-to-day cost of living.  The first priority should […]

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.