Estate & Family Wealth Planning

Imagine Your Legacy

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. Our team works with you to define goals and create a strategy for achieving them.

Hancock Dana will listen to your plans and vision, and walk you through the path toward successful estate and family wealth planning. We help coordinate your personal affairs, take care of back-office responsibilities, handle day-to-day activities, and outline the steps to meet the long-term goals of maintaining your family wealth.

"Giving clients greater peace of mind is what we do - regardless of whether they're in the middle of exit planning or needing guidance on how to properly report a transaction for tax purposes.”

Daniel J. Torczon, Director, Hancock Dana

Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.