Sharp minds. Sharp planning.
Preserving and building assets for the future is a principal goal for many of our clients. If this is among your goals, we will create a custom, comprehensive plan to allow you to protect your assets and transfer wealth in a tax-efficient manner.
We will also help you select ways to better insulate your assets from liabilities or creditors. We employ estate-planning techniques to avoid adverse tax consequences or poor choices by heirs or beneficiaries of an estate.
At Horack Talley, clients benefit from personal attention and a collaborative approach in order to create solutions focused on their unique goals. We understand that many of our clients have numerous advisors (business, financial, accounting, insurance), and that our representation of them is only enhanced when we work together with their other advisors.
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