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, risk aware and growth focused. Make sure you have enough saved for retirement, and that the money goes to your chosen heirs and causes. You may be surprised what your estate is worth, so smart planning now could save thousands of dollars later. Our estate and retirement professionals can show you ways to plan for your future while reducing your current and future tax obligations. 

Estate & Retirement planning Services:

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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
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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

5 Common Succession Planning Problems

Reading Time: 4 minutes Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.

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Why Clients Choose Us

Have enjoyed good service for over 30 years.

 - R & W Fleming Corporation

Our service is always exceptional and never have to second guess the answers.

 - EnergyPrint, Inc.

Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years.

The relationship we have built over the years with the staff at Smith Schafer & Associates is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!

I have worked with Jason Boynton for several years. He has consistently provided exceptional service and advice always delivered in a timely, pleasant manner.

Smith Schafer always makes everything go smoothly. They were recommended to us by our community bank. We have been using their services for many years for our small business and personal taxes. We always feel well taken care of and that we are receiving the best advice, direction, information and tax preparation."

- The Dog Perk Corporation

Smith Schafer always provides great information for our business. They are thorough with our accounting and financial planning. We have leaned heavily on them with interpretation of the PPP Loan and COVID-19 planning. They have been instrumental in our success and are always very knowledgeable and quick to respond to any of our questions."

Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years."

The relationship we have built over the years with the staff at Smith Schafer is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!"

We love our CPA team at Smith Schafer. They have helped us navigate many personal and business decisions."

Smith Schafer is very dedicated to their clients and always has their best interests in mind. They are very knowledgeable and thinking ahead to what the clients may be needing in the future. We would highly recommend Smith Schafer to our family and friends."