Estate & Family Wealth Planning

Effective estate planning creates a smooth transfer of assets to your family or charitable beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the taxes due on the transfer of your business and other assets.
Hancock & Dana can help coordinate your personal affairs, take care of back-office responsibilities, handle day-to-day activities, as well as plan the long-term goals of maintaining family wealth.

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“Hancock & Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals.”

Randy, Business Owner