[WSBAPT] Estate planning referral

[Steve Waltar]

Happy to throw my name in the hat.  I'm comfortable with taxable estates as well as protecting assets in the event of long term health care planning purposes.  I like and use the phrase,

"Don't put your trust in money, put your money in trust."  The trick (rather the expertise in planning) is what kind or kinds of trusts can help achieve the stated goals.

Stephen M. Waltar, PS
Estate Planning Law
1750 - 112th Avenue NE, Suite C245
Bellevue, WA  98004
(425) 455-6788
www.waltar.com<http://www.waltar.com/>

[cid:image002.jpg at 01CA47FC.9ED8CEE0]<http://www.waltar.com/>

If we should be helping someone you care about,
please don't keep us a secret!

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Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient.  If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Wednesday, December 07, 2016 12:19 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Estate planning referral

Listmates;

I have a potential client who needs someone who handles larger estates. He is unmarried, no kids, but in a long term relationship. He owns two commercial properties with partners and is in the process of acquiring more properties. He expects his estate may be in Federal Estate tax range in the near future. He is also concerned about long term care planning. If you are interested in assisting him or know someone who would be a good fit, please send me the contact information.

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
216 First AVE S, #450
Seattle, WA  98104
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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