Asset Management

Haverhill Estate Planning Lawyer

Bespoke Trusts & Estates is a trusted Massachusetts asset management firm committed to helping individuals and families create and implement comprehensive estate and financial plans tailored to their needs.

Daniel Hinchey, Esq. CFA

Attorney Hinchey is a life-long New Englander. He lives with his wife of 21 years and his three daughters in Salem, NH. In his free time, he enjoys golfing, basketball, and watching his daughters’ soccer and basketball games.

He has been in financial services for 25+ years. Attorney Hinchey was admitted to the Massachusetts bar in 2013. He is a member of the Lawrence Bar Association, a member of the Boston Security Analysts Society, and a member of the CFA Institute.

Practice Areas

Estate Planning

With a proper plan in place it can put your mind at ease, keep family relationships intact, improve your financial prospects, and solidify the future of your loved ones.

Retirement Planning

Producing personal income during the retirement years can greatly reduce the depletion rate of the nest egg built up during the working years.

Financial Planning

At Bespoke Trusts & Estates, asset management is a key component to your overall financial well-being. We will tailor an appropriate asset allocation based on your risk tolerance and time horizon.

Insurance Planning

Life insurance typically plays three important roles in estate planning: The insurance provides a death benefit to the insured’s beneficiaries which gives financial support.

Probate Practice

In general, the probate process involves collecting the decedent’s assets, liquidating liabilities, paying necessary taxes, and distributing property to heirs.

Tax Guidance

The federal estate tax – Form 706 is the US estate tax return. This form must be filed for the estate of every citizen or resident of the US whose gross estate exceeds the exemption amount on the date of death.

Meet Daniel Hinchey

Daniel Hinchey is a life-long New Englander who has over 25 years of experience in the financial services industry. Over the course of his career, Daniel has worked with individuals and families to build long-term wealth, as well as institutional investors and hedge funds.

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Haverhill, MA

2 Merrimack Street
Suite 505

HaverhillMA 01830

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