[WSBAPT] Looking for Qualified Legal Advisor for Insurance Agent Estate Plan

[Ms. Roberta Armstrong]

Good Day!

Looking for someone with experience doing estate planning for an Allstate
insurance agent. I'm not familiar with the logistics of passing by will or
otherwise an insurance "Agency". Seems like a lot of business pre-planning
must be accomplished first because the potential beneficiary must be
approved by the Insurance Company to receive the Agency.

The goal is to keep the Agency in the family and turn over to son to run
with payout to the surviving spouse for life, remainder to son. The
business is a sole proprietorship. Son is an agent for the business.

Would like to discuss, but may have to refer out.

Thank you in advance.

Roberta

*Creator of the first on-line Indian Will Production System - CHECK OUT *
*www.NativeWill.org* <http://www.nativewill.org/>

*Ms. Roberta Armstrong*

Washington State Bar Association No. 42343

Founder and Executive Director

Stewards of Indigenous Resources Endowment,

*a Non-Profit Professional Service Corporation               *

P O Box 2248

Yelm, WA  98597



425.737.5448 | Direct

866.227.6651 | Fax



Roberta at IndianWillsOnWheels.org
www.IndianWillsOnWheels.org

Please note that the contents of this e-mail message are confidential and
may be legally privileged, being intended for the named recipient.  Please
do not reproduce or transmit this message without permission of the
sender.  If you have received this message in error notify the sender to
inform them of the inadvertent mistake and then delete this message from
your computer and server. Thank you in advance for your adherence.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20170802/5378e817/attachment.html>