Financial & Estate Planning

Senior Adult Couple Gazing Over Small Model Home on CounterAt HMAR we work closely with our clients, their bankers and brokers, and investment advisors to create a tax strategy to meet investment goals while taking advantage of tax savings.

We also work closely with our clients and their other professionals (attorneys, brokers, insurance agents, etc) to ensure a successful succession plan and transfer of assets to the next generation to minimize estate taxes.

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