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

Impact of Inflation

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Uncle Sam Wants to Know About Your Gig Income

Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

Diversifying Your Portfolio with International Flair

Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

Famous People Who Died Without Proper Planning

Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

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