An interview withMichael G. Stuart, JD, CPA -- Member/Manager
Q: Describe your business. What do you do?
A: We are committed to the "Design of Estate and Exit Plans That Work." Our law practice is limited exclusively to estate, business, exit and asset protection planning. We work with individuals and businesses to design fully funded estate, asset protection and business exit plans customized and maintained to meet their needs. We provide creative solutions to help families achieve their dreams using client-centered, cutting-edge estate and exit planning methods. We assist clients with the funding of their plans to help ensure those plans will work as designed.
Q: What made you start your business?
A: My Dad died when I was 11 years old and I saw what my mom went through trying to retrofit her life and raise two young children -- she was really at a loss. I saw the need in the marketplace to help families make sure that they had the assistance they needed when a family crisis occurred. Too often, families are torn apart when life events affect an estate or business. By properly structuring business and estate plans and communicating values and family histories to those impacted, the family is better able to deal with the issues that arise.
Q: What has been the most difficult obstacle in running or starting a small business?
A: Trying to stay on top of everything and make sure the process runs smoothly and efficiently. It takes having the right team of people working with you and understanding the responsibility we have to our clients to take care of families.
Q: What do you enjoy most about operating your business?
A: I enjoy the people we work with, the clients and seeing the peace of mind they get when we have developed a plan with them that works for them and their families. They tell us about their families, we teach them about the law as it applies to their families and together we build a plan …