Planning for the disposition of an estate is an exciting and challenging time, as one endeavors to pass on to others the fruits of a life’s work. At Hanley& Associates we enjoy teaming with our clients to achieve those goals. Through the use of a wide variety of estate and business planning tools, we focus on utilizing each client’s financial resources in the most effective manner possible to make provisions for their care through the remaining years of their life, while preserving the remainder of their estate for their heirs. We help clients understand the various options at their disposal and counsel them on the best strategies for realizing their individual objectives.
Clients work directly with their attorney, who will take the time needed to become thoroughly acquainted with eachclient’s personal situation and their estate planning goals. Through diligent planning, clients are able to transfer their assets to the beneficiaries of their choosing under their own terms and in the way that they bestsee fit. We help clients explore the various legal instruments that are available to help protect their assets, ensure their personal and financial wellbeing and that of their family members, and facilitate the final disposition of their estate upon death.
Our services go beyond estate planning as we seek to establish long term relationships with our clients. We continue to provide feedback, updates, and advice as a follow-up to our services after the estate plan is in place.
“My husband and I recently worked with Dana Hanley getting our affairs in order. Although this was not the first time for us doing this, a friend recommended Dana to go over everything with us to make sure what we had done in the past was correct at this point in our lives. Dana came up with suggestions that really made us sit back and take notice of the needs and wants for our future. Dana met with us several times going over exactly what we wanted to do and set up a plan for us. With Dana, no question is too small to be answered. The hours that we, along with Dana, put in were worth it. We ended up with exactly what we wanted to accomplish. Dana’s expertise, patience and excellent advice gave us exactly what we needed for our Estate Planning. The staff at Hanley & Associates is very professional. They always respond in a timely manner and make you feel part of their family.” – Adele & Robert Ellis