The following does not represent an actual person and should not be considered a testimonial for The Barker Financial Group.  It is a hypothetical depiction intended to illustrate a common client situation for which services may be rendered.

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Thornton B. Harrington:
Preserving Wealth For Future Generations

Mr. Harrington spearheaded his family business to become an international contender, amassing significant assets in the process. With the help of Barker Financial Group, he’s on his way to recognizing his dream of paving the way for the next generations and launching a philanthropic foundation.

Goals And Recommendations

Barker Financial Group helped Mr. Harrington set up an estate preservation plan and craft his philanthropic trust to help ensure that stock market whims and financial fluctuations would not affect its long-term success.

• Transfer assets through lifetime gifts with lower gift and estate tax consequences.
• Establish trusts to remove assets for children from his estate while retaining flexibility for future planning.
• Identify investments that qualify for full tax exemption, tax relief and partial
  tax breaks.
• Determine the pros and cons of a charitable lead trust and a charitable remainder annuity trust.