Since 1978, Daniel M. Smith & Associates has been helping individuals, families and businesses guard against some key perils in life:

• Estate Planning to help maximize the orderly transfer of assets to the next generation in a tax efficient manner
• Business Succession Planning to help protect the future of the Family Business
• Retirement Planning so that we strive to not outlive our income
• Long Term Care Planning so that unforeseen illnesses or injuries do not adversely impact your Financial Plan
• Special Care Planning for families with Special Needs.

 

Our experienced staff and strategic relationships pledge our knowledge, our
resources and our dedication to integrity in all that we do. 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

Small Businesses Could Face Borrowing Challenges

Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

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