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<p class="MsoNormal">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.
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<p class="MsoNormal" style="background:white"><b><span style="color:black">Stephen M. Waltar</span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="color:black">LEGACY ESTATE PLANNING, LLC</span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">1750 - 112th Avenue NE, Suite C245</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Bellevue, WA 98004</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black"><a href="tel:(425)%20455-6788" target="_blank">(425) 455-6788</a></span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><a href="http://www.waltar.com/" target="_blank" title="blocked::http://www.waltar.com/"><span style="font-size:10.0pt">www.waltar.com</span></a></span><o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><a href="http://www.waltar.com/" target="_blank"><span style="font-family:"Helvetica",sans-serif;text-decoration:none"><img border="0" width="126" height="85" style="width:1.3125in;height:.8854in" id="m_3453846728682604159Picture_x0020_6" src="cid:image001.jpg@01D30BB8.3945F390" alt="cid:image002.jpg@01CA47FC.9ED8CEE0"></span></a><o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><a href="https://www.facebook.com/pages/Stephen-M-Waltar-PS/663832273655743" target="_blank"><span style="text-decoration:none"><img border="0" width="32" height="32" style="width:.3333in;height:.3333in" id="m_3453846728682604159Picture_x0020_5" src="cid:image002.png@01D30BB8.3945F390" alt="facebook"></span></a><span style="color:black">
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<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:10.0pt;color:black">: 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.</span></i><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:10.0pt;color:black">: 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.</span></i><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Ms. Roberta Armstrong<br>
<b>Sent:</b> Wednesday, August 2, 2017 4:00 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Looking for Qualified Legal Advisor for Insurance Agent Estate Plan<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Good Day!<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">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.<o:p></o:p></p>
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Would like to discuss, but may have to refer out.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Thank you in advance.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Roberta <o:p></o:p></p>
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<p class="MsoNormal"><b><i><span style="font-family:"Garamond",serif;color:red">Creator of the first on-line Indian Will Production System
</span></i></b><b><span style="font-family:"Viner Hand ITC";color:red">- </span></b><b><span style="font-family:"Garamond",serif;color:red">CHECK OUT
</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D"><a href="http://www.nativewill.org/" target="_blank"><b><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#339999">www.NativeWill.org</span></b></a></span><b><span style="font-family:"Garamond",serif;color:#1F497D"> </span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Garamond",serif;color:#1F497D">Ms. Roberta Armstrong</span></b><o:p></o:p></p>
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<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">Washington State Bar Association No. 42343</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">Founder and Executive Director</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">Stewards of Indigenous Resources Endowment,</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><i><span style="font-family:"Garamond",serif;color:#1F497D">a Non-Profit Professional Service Corporation
</span></i><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">P O Box 2248</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">Yelm, WA 98597</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D"> </span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">425.737.5448 | Direct</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D">866.227.6651 | Fax</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Garamond",serif;color:#1F497D"> </span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><a href="mailto:Roberta@IndianWillsOnWheels.org" target="_blank"><span style="font-family:"Garamond",serif">Roberta@IndianWillsOnWheels.org</span></a><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><a href="http://www.IndianWillsOnWheels.org" target="_blank"><span style="font-size:11.0pt;font-family:"Garamond",serif">www.IndianWillsOnWheels.org</span></a></span><o:p></o:p></p>
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<p style="margin:0in;margin-bottom:.0001pt"><span style="color:#1F497D">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.<o:p></o:p></span></p>
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