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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

Net Worth

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

More Calculators →

Newsletters

HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

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.

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.

Should You Buy or Lease Your Next Vehicle?

Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.

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