Estate & Retirement Planning
Your future can be more secure with the help of a Smith Schafer advisor. Because we understand your individual tax situation and changing state and federal estate tax laws, we can help you determine the appropriate immediate and long-term financial strategies. Then we point you to the right resources.
Plan ahead. Gain peace of mind.
We combine individual consulting with a view of generational and business holdings and interests, ensuring that your strategy is comprehensive,
Estate & Retirement planning Services:
Estate Planning Services
Planning for the distribution of your financial resources and property can be difficult. Smith Schafer CPAs take a comprehensive approach so you can be assured your wishes will be honored. We can help with:
- Define Estate Plan Goals
- Review Wills, Trusts & Retirement Plans
- Asset Restructure
- Estimate Estate Taxes
- Identify Tax Savings
- Succession Planning
- Valuations
- Gifting
Retirement Planning Services
The sooner you start planning for retirement, the better. Specialized guidance and support from Smith Schafer CPAs can help you develop a plan that delivers a secure retirement and peace of mind during your pre-retirement years. We can help with:
- Review Income & Expenses
- Recommend Tax Efficient Financial Tools
- Determine Tax-deferred Retirement Vehicles
- Calculate Withdrawal Percentage
- Create Income Plan
- Distribution Planning
- Budgeting
- Risk Management
- Wealth Management
Contact us today to explore a broad range of tax savings opportunities that will help you make well-informed decisions regarding the future of your estate or business.
Estate & Retirement Planning Resources

5 COMMON SUCCESSION PLANNING PROBLEMS

CARES ACT FAQ: RETIREMENT PLAN WITHDRAWALS

5 RETIREMENT PLAN CHANGES IN 2020
STAY IN-TUNE WITH CURRENT BUSINESS, INDUSTRY, ACCOUNTING AND TAX NEWS.
%
Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.