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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

Net Worth

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

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Playing Fair: New Consumer Protections for Airline Passengers

Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

Consumer Sentiment: Do Americans See Brighter Days Ahead?

Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?

Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.

Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

More Newsletters →