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

Net Worth

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

Roth IRA Conversion

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

Don’t Forget About Credit When Planning for Retirement

Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

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.

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