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

[Steve Waltar]

I’ve jumped through the hoops of financial advisors selling their Ameriprise practices and also helped with some business transitions and I also have another company and an insurance license – so perhaps I can be of help.

Stephen M. Waltar
LEGACY ESTATE PLANNING, LLC
1750 - 112th Avenue NE, Suite C245
Bellevue, WA  98004
(425) 455-6788<tel:(425)%20455-6788>
www.waltar.com<http://www.waltar.com/>

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Ms. Roberta Armstrong
Sent: Wednesday, August 2, 2017 4:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Looking for Qualified Legal Advisor for Insurance Agent Estate Plan

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<mailto:Roberta at IndianWillsOnWheels.org>
www.IndianWillsOnWheels.org<http://www.IndianWillsOnWheels.org>


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