Dan Hall & Associates Solid Plans for Peace of Mind

Services

Each and every client we serve is viewed as much more than just a “customer of a law firm.”

It is our responsibility to ensure that your trusts and estates documents are prepared with the utmost thoroughness to protect your loved ones, avoid unnecessary legal complications, with a thoughtfulness that will express your true wishes.

Estate Planning

Your estate plan will insure that your wishes are precisely documented, helping you and your family avoid difficult decisions or costly disputes. What you don’t want to leave for your family are legal concerns that need to be resolved. Regardless of your net worth, we offer comprehensive estate planning services to help you guard against the emotional and financial dangers of incapacity or death.

Whether you are single or newly married, have small children, young adults in college or grandchildren, have an elderly spouse or are a widow – our broad experience helps us understand your concerns for insuring that your wishes and needs are met.

Visit our Estate Planning page for a detailed explanation of the individual estate planning services that may benefit you.

Estate Administration/Probate

When you need rapid and effective settlement services for an estate we’re here to help. We serve trustees/executors and beneficiaries for administration of an estate whether it will be administered without a will (intestate), with a will (probate), or through a living trust (trust administration). Our experience and professional staff allow us to work quickly and effectively, while carefully attending to the individuals involved during a stressful time.

See our Estate Administration/Probate page for a detailed explanation of these services.

Income Tax Planning and Tax Return Preparation

Building and conserving your wealth is an ongoing task. That’s why we offer advanced income tax planning and tax return preparation to high net-worth clients. Navigating the complexities of the ever-shifting tax laws is where we shine. We insure that your tax planning and tax return preparation aligns perfectly with your wealth strategies and estate plans for optimal results.

Learn more on our Income Tax Planning and Tax Return Preparation page.

Our unique blend of skills help you conserve your wealth and transfer it appropriately, care for your loved ones, and plan for business succession.

Dan Hall

The level of service, expertise and attentiveness I get from Dan is almost a lost art. It’s nice to do business with a firm where you don’t have to wait for phone calls a day later. And he gives the same quality of attention, no matter who you are – certainly not like anything I experienced from large firms that deliver fancy automation, and excuses.

Dan understands that what makes this country is entrepreneurship, small business, and hard work. We have a complex business and children, so for me his patience, attention to detail, integrity and loyalty trumps everything.”

Jeff Musgrove