Smith & Associates

Smith & Associates A financial advisory practice

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Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/01/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

There are four basic steps to calculating the value of an estate.
05/29/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/27/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
05/25/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/22/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

What steps might help you sustain and grow your retirement savings? This piece explores them.
05/20/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
05/18/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

When was the last time you updated your will?
05/15/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Business owners should consider a succession plan sooner rather than later.
05/11/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Three tips for giving smart from the heart.
05/08/2026

Three tips for giving smart from the heart.

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230 Route 206 Bldg 1 Suite 109
Flanders, NJ
07836

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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