-
Jay Barrett: Client-Centered Trusts and Guardianships Implementation
- 2024/10/09
- 再生時間： 22 分
- ポッドキャスト
-
サマリー
あらすじ・解説
His friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida and District of Columbia Bars and a graduate of the University of Miami School of Law. He can work with clients no matter where they call home in Florida or DC. He is a veteran of the US Navy, a father of two, avid sailor, cyclist, and woodworker. He has been building relationships with his clients since 2010 and is eager to build a relationship with you. Listen to this informative Legacy Leaders episode with Jay Barrett. Here is what to expect on this week’s show: ● Jay emphasizes the significance of establishing relationships with clients that extend beyond mere transactions. ● Jay warns against the risks of using online estate planning services without expert guidance. He stresses that inaccuracies in legal documents could lead to complications and legal disputes down the line. ● Jay's personal philosophy centers around leaving a legacy of integrity and care. By prioritizing ethical practices and a client-centric approach, he aims to be remembered as someone who genuinely helped others. Connect with Jay: Website: www.jamespbarrettlaw.com Facebook: www.facebook.com/277095712153456 Linkedin: www.linkedin.com/in/james-barrett-05299637 Instagram: https://www.instagram.com/Jamespbarrettlaw/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices