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. 

Estate Taxes

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

Mortgage Acceleration

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.

Are You Ready to Cancel Your Cable TV?

Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.

Sectors: Overweight, Underweight, or Just Right?

Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.

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