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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Newsletters

You’ve Received an Inheritance, Now What?

Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.

Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

On the Move Again: International Travel Tips

Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

More Newsletters →