TAX PLANNING & WEALTH BUILDING

ALERT:  IMPORTANT CHANGE IN THE ESTATE TAX LAW!

As many of you have read, Congress finally enacted sweeping changes to the estate tax law late last year.  While many of these changes may be beneficial to you, they have made the estate plans that have been in place for decades out of date.  Please contact us immediately about reviewing your estate planning documents.

Horack Talley offers several tax planning & wealth building services:

• Tax-Advantaged Real Estate Wealth Building
• Tax-Advantaged Transactions
• Asset Preservation
• Entity and Estate Planning
• Powers of Attorney
• Estate and Trust Administration.