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. 

View Our Customer Relationship Summary
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

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

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Newsletters

What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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