Name: Barnes Capital Group Tallahassee, FL
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ASSET PROTECTION IN ESTATE PLANNING

Written by admin on September 5, 2023. Posted in Estate Planning.

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care...

Consider Prepaid Tuition Plans for College Savings

Written by admin on June 23, 2020. Posted in Estate Planning. 38 Comments on Consider Prepaid Tuition Plans for College Savings

For parents planning for their children’s college education, there are several investment options to consider. One option is state-sponsored prepaid tuition plans. These plans allow parents to pay today’s tuition rates with the assurance that the child will have the money to go to...

A Buy-Sell Estate Tax Checklist

Written by admin on October 1, 2018. Posted in Estate Planning, Tax Preparation. 38 Comments on A Buy-Sell Estate Tax Checklist

The Internal Revenue Service (IRS) requirements for the valuation of a business through a buy-sell agreement for estate tax purposes are as follows: 1. The buy-sell agreement must be a bona fide arm’s length transaction. 2. The agreement must obligate the estate of the deceased shareholder to...

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ASSET PROTECTION IN ESTATE PLANNING

Consider Prepaid Tuition Plans for College Savings

A Buy-Sell Estate Tax Checklist