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. 

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

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

More Calculators →

When You Can’t Speak for Yourself

Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

New Fed Policy Suggests Low Rates for the Long Term

The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck