Estate Planning

Smith Mandel & Associates, LLP understands that no one likes to think about their passing or the passing of a loved one. Yet, it is a necessary to have your affairs in order, to protect the ones you love. That is why; SMA is here to insure that all our clients’ assets are taken care of in an orderly and efficient manner upon his or her death.

SMA Estate Planning will coordinate:

  • Writing Wills
  • Setting up Trusts
  • Estate Planning through use of the Family
  • Partnership & Trusts
  • Estate & Gift Tax Return
  • Preparation
  • Real Estate Transactions


Our Estate Planning will involve the control and management of your assets, arranging for the transfer to your beneficiaries or heirs and with the least amount of taxes and probate fees.

Smith Mandel & Associates, LLP, Estate Planning results in smooth transitions, easing tax burden, but most of all SMA will give you peace of mind.