By failing to prepare, you are preparing to fail.

― Benjamin Franklin


"I want to control my property while I am alive, take care of me and my loved ones if I become disabled, and give what I have, to whom I want, the way I want, and when I want, and if I can, I want to save court costs, professional fees, and taxes."

― Esperti Peterson Institute 1993



Estate Plans with Care are plans that reflect the distinctive hopes, dreams, interests, fears, and aspirations of each client. Our clients are shown how they can:

§  Maintain and Solidify Control over Their Affairs

§  Assure the Continuance of Their Lifestyles

§  Protect their Wealth & Income from Lawsuit Judgments

§  Reduce Income Taxes & Capital Gains Taxes

§  Manage the Value of the Family Business

§  Pass Value & Responsibility To Family Members

§  Protect their Affairs from Administrative Expense & Delay

§  Reduce Federal Estate and State Estate Taxes & Gift Taxes

These plans are plans that are easy to understand and make sense for her clients and their families. Lena Barnett is known for her ability to listen, counsel, and call upon her network of contacts and resources to help her clients achieve their dreams and objectives.

Client Progression

We expect our clients to understand the commitment we make to their happiness and well-being. We care about their successes and worry with them about their challenges, and enjoy opportunities to listen and counsel as we and they share a myriad of ideas, opportunities, and concerns.

To this end, we expect to work with our clients as colleagues, and respond best to happy faces and a pleasant working tone that is mutually respectful and kind.

We expect that our clients will understand and appreciate our Client Progression and will work closely with us in following it. We prepare seriously for each Progression, and expect that our clients will do likewise.

Our services are personal to each client. We are available to listen, counsel, and call upon our network of contacts and resources to make our clients' personal and professional lives happier and less stressful.

Continue to next page (Phase 1. New Client Determination)

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