At David F. Smith & Company we approach Estate Planning with your goals in mind. We ask the right questions and listen to you to help determine the best strategy for your situation.
Planning your estate begins during your own lifetime and means organizing your personal and business affairs for the future. It goes beyond a will. It means minimizing the costs and taxes associated with the distribution of an estate. It means preserving your wealth.
Estate planning includes arranging for the transfer of your assets to those whom you wish them to be transferred to, during you lifetime and after.
Who needs an estate plan? You do - if you own
A Business
Real Estate
Investments and Savings
Life Insurance
Trusts can be extremely beneficial in professional estate planning. A trust can help you with both family and tax related planning.
Reduce the Value of an Estate
Business Succession Planning
Income Splitting
Residence Planning
Call 330-247-2448 or emailus for more information.
