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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Keep an Eye Out for IRS-Related Scams

Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

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