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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

How to Kill Your Zombie Subscriptions

With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

What’s Required of the Executor of an Estate?

Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.

HOT TOPIC: Soft Landing or Delayed Recession?

This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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