Your Most Trusted and Valued Financial Advisors

Estate & Trust Planning

Planning your estate is one of the most important things you can do for yourself and your loved ones. Riney Hancock CPAs will work with you to develop an effective financial plan to build your estate, conserve your assets to ensure your loved ones’ future financial security and to keep estate taxes to a minimum.

Riney Hancock CPAs realizes that estate planning is an ongoing process and we are dedicated to working closely with you to develop an effective estate plan tailored to meet your financial goals and objectives.

Our estate and trust services include, but are not limited to:

Scope of Services

  • Estate planning
  • Preparation and review of estate and trust income tax returns
  • Retirement planning
  • Structuring and funding trusts
  • Charitable giving
  • Gifting strategies and preparation of gift tax returns
  • Education planning

We offer a full range of quality tax services, including estate and trust services, that are provided in a timely manner. We have the resources and extensive experience to assist clients reach their financial goals.

Please contact us to inquire about how we can apply our expertise and experience to help you.

Pamela M. Hagan

Pamela M. Hagan, CPA Shareholder/Director of Estate & Trust Services

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