Over 50 Years of Combined Experience
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Month: November 2022

MAKING SENSE OF LIVING TRUSTS AND WILLS

What’s the best option for you when looking to transfer your estate to your heirs? AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS AND WILLS BOTH HELP ACCOMPLISH THE TASK, THERE ARE IMPORTANT DISTINCTIONS...

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Barnes Quarterly – Episode 13

Episode 13 of the Barnes Quarterly podcast is available for listening! We’re nearing the end of 2022, this will be our last Quarterly Podcast of the year. In this episode, we’ll discuss recent market conditions heading into year end with our CIO, Chris...

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1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

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