Barnes Quarterly – Episode 04

Written by admin on October 23, 2019. Posted in Barnes Quarterly Podcast. 1 Comment

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...

Legacy Planning: Handing Down Values as Well as Wealth

Written by admin on October 15, 2019. Posted in Uncategorized. 1 Comment

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....

Estate Planning Checklist

Written by admin on October 1, 2019. Posted in Uncategorized.

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...

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Month: October 2019

Barnes Quarterly – Episode 04

Legacy Planning: Handing Down Values as Well as Wealth

Estate Planning Checklist