Estate Planning

Smith Capital Advisors (SCA) helps clients structure their planning in the optimal manner, not only for their lifetimes, but also generationally.

SCA shows clients how they can achieve substantial income tax and/or estate tax savings while funding education objectives (private school expenses and college funding) for children or grandchildren.

SCA reviews existing estate planning documents and provides analysis of future transfer tax considerations.

SCA is trained in advanced estate planning strategies and is the catalyst for the education and implementation of estate planning techniques, including family gifting and trust planning strategies designed to minimize transfer tax, if applicable, while helping to protect legacy assets through generational transfer.

Financial Representatives do not render legal or tax advice. Consult with a tax professional for tax advice that is specific to your situation.