Services
Estate and Tax Planning
What makes us different?
At J.A.Smith & Associates Inc. we have professional Accountants and Certified Financial Planners on our team. The result is that we can review with you and provide knowledgeable advice in all relevant areas of your life. Together with you we plan for the protection and transfer of your assets into the future.
Estate and Tax Planning
Estate planning is more than tax planning for one year at a time. At J.A.Smith & Associates Inc. because we are familiar with your investments and your personal situation we can plan a complete financial solution based upon your hopes for the future.
Areas we will take into consideration when creating your customized Estate plan include:
- Investment strategy
- Family trusts
- Registered plans and pensions
- Taxation of properties on death
- Tax exemptions and elections
- Equitable division of assets using insurance
- Estate planning
- Charitable gifting
At J.A.Smith & Associates Inc. we are interested in long term relationships with our clients. In this way we come to know you and your financial dreams. We take care of the practical side - yearly tax planning and accounting for your business and personal financial interests - in support of the long term goals for your estate.
Ongoing financial planning, accounting and tax services all combine to give you a comprehensive package. It is our aim to ensure that you pay no more taxes than necessary today. We incorporate planning for all parties to minimize taxes and maximize preservation of assets in preparation for tomorrow.
Wondering how to get started? 
