OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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You may feel you are too young to care about estate planning, or perhaps the reminder of death makes you uncomfortable.  You might be tempted to put the whole whole thing off assuming that it will just take care of itself.  In all cases, estate planning saves your family time, heartache and money.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives.

Count on us to help you:

  • Define your estate planning goals
  • Organize and create your estate planning team if you need one
  • Evaluate and recommend estate planning options
  • Prepare, organize and review your estate planning documents
  • Arrange for management of your estate in the event you are incapacitated
  • Decrease the problems and expenses associated with probate
  • Lessen taxes at time of death
  • Draft a working plan for conserving and effectively managing your estate after death
  • Transfer the assets of your estate to your heirs per your wishes
  • Organize fair and adequate liquidation of estate assets to cover taxes and other expenses
  • Amend your plan as needed

If you'd like more information about our estate planning services please complete this form to setup a consultation.

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Punxsutawney, PA CPA, Smith, Nale & Company, Inc.
Certified Public Accountants

Smith, Nale & Company, Inc.
Certified Public Accountants | 327 North Main Street, Punxsutawney, PA 15767 | Phone: 814-938-3555 | Fax: 814-938-3553 | info@smithnaleandco-cpas.com