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It is our great pleasure to bring you a brand new episode of our podcast, Barnes Quarterly. In this episode of Barnes Quarterly, we'll get an update on the markets from Chris Zaccarelli of Independent Advisor Alliance. Also, in our new Community Highlights segment, we'll talk with Dena Strickland, the President of the Big Bend Hospice Foundation. Give it a listen below! If you like what you hear, you can subscribe here to our YouTube

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How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets. It is about how you want to be remembered by your heirs, your colleagues, and your community. It concerns the positive effect your wealth can have

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Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. A Needs Evaluation One of the first steps you'll take in the estate planning process is determining

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