Women, Wine, & Wills

When:  Wednesday, March 4, 6:00 - 8:00 PM

Where: Structure Cellars Winery + Tasting Room | Tacoma, 632 St Helens Ave, Tacoma, WA 98402

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Melissa Cournyer, Private Wealth Advisor & Founder of Konvex Wealth, at this FREE, in-person event at Structure Cellars.

We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have confidence knowing that you have a plan for your family and your future.

We will discuss:

• What does your family need if you aren’t here to care for them;
• What happens if you don't make an estate plan;
• What to consider when creating your Will;
• How to protect your money, even after you’re gone;
• Guardian nomination for minor children;
• The importance of incapacity planning;
• How wise and thoughtful planning can protect your adult children;
• The benefits of trust planning; and
• How you can get your estate planning done virtually from the comfort of home.

Cost:  FREE

Estate Planning for Parents

When:  Tuesday, March 10, 7:00 - 8:00 PM

Where: Zoom

Do You Have a Plan to Pass on All You've Worked For?

It's a topic that appears on many parent's "To Do" list, but where does one start?

One of the most important things you can do for your family is making sure you have not only a Will, but also a plan in place for life's eventuality.

During this online event, we'll cover:

• What happens if you don't plan;
• What to consider when creating your Will;
• Guardian nomination for minor children;
• The importance of incapacity planning;
• How wise and thoughtful planning can protect your adult children;
• The benefits of trust planning; and
• How you can get your estate planning done virtually from the comfort of home.

As comprehensive estate planners, we help our clients have peace of mind knowing that their family is taken care of, and that there is no question about what their wishes are.

Join Kristy Hoad, estate planning attorney, to learn how comprehensive planning can be the most important gift you give your children and family.

Cost:  FREE

A Beginner's Guide to Estate Planning

When:  Saturday, March 14, 2:00 - 3:00 PM

Where: Skyway Library, 12601 76th Ave S., Seattle, WA 98178

Estate planning is an important part of making sure your loved ones are taken care of when the time comes. Join Jenny Ling, a local estate planning attorney, as she guides you through the paths of estate planning, including wills, trusts, beneficiaries, and more.

Please register.

Cost:  FREE

Planning Your Legacy: A Beginner's Guide to Estate Planning

When:  Tuesday, March 24, 6:00 - 7:00 PM

Where: Zoom

Estate planning is an essential part of ensuring your loved ones are well taken care of when the time comes. Whether you're just beginning to consider your estate plan or looking to make updates to an existing one, this event is for you.

Join Kristy Hoad, estate planning attorney, at this free, online event where she will guide you through the intricacies of estate planning, including wills, trusts, beneficiaries, and more. You'll gain valuable insights into how to make the right choices for your family's future and financial well-being.

Key Topics Covered:

• The Importance of Estate Planning
• Planning for Your Children, No Matter How Old They Are
• Wills vs. Trusts: Which is Right for You?
• Minimizing Tax Implications
• Protecting Your Assets and Heirs
• Legacy Planning

Whether you're young or seasoned, estate planning is a critical aspect of financial security and family well-being.

Cost:  FREE

Estate Planning and Your Loved Ones: Making the Right Choices

When:  Tuesday, April 7, 6:30 - 7:30 PM

Where: Zoom

Secure Your Tomorrow, Today

Estate planning is an essential part of ensuring your loved ones are well taken care of when the time comes. Whether you're just beginning to consider your estate plan or looking to make updates to an existing one, this event is for you.

Join Kristy Hoad, estate planning attorney, at this free, online event where she will guide you through the intricacies of estate planning, including wills, trusts, beneficiaries, and more. You'll gain valuable insights into how to make the right choices for your family's future and financial well-being.

Key Topics Covered:

• The Importance of Estate Planning
• Planning for Your Children, No Matter How Old They Are
• Wills vs. Trusts: Which is Right for You?
• Minimizing Tax Implications
• Protecting Your Assets and Heirs
• Legacy Planning

Whether you're young or seasoned, estate planning is a critical aspect of financial security and family well-being.

Don't miss this chance to take control of your financial future and protect your loved ones. Reserve your spot today and invest in the peace of mind that comes with proper estate planning. 

Cost:  FREE

Demystifying the Probate Process

When:  Wednesday, April 8, 6:00 - 7:30 PM

Where: Zoom

Demystify the Probate Process and Learn Actionable Steps for Better Estate Planning

Do you understand the probate process and how it affects your estate? Join us at this free online event, designed to provide clarity and guidance on navigating probate in Washington State. We'll help you understand the basics of the probate process, some of the key legal terminology and concepts used in probate, and learn effective strategies to manage or avoid it. With insights from both legal and financial perspectives, this session promises to equip you with the knowledge and tools needed to secure your family’s future, avoid legal delays, and protect their legacy.

Join experienced probate attorney Michael Safren, Certified Probate Expert Bruce Johnston, and financial advisor Brandyn Tuttle, as we demystify the probate process and learn actionable steps for better estate planning.

At this event, you will:

• Gain a clear understanding of probate and the probate process;
• Review a probate timeline, the legal requirements, and basic steps involved in the probate process;
• Dispel common misconceptions of the probate process;
• Learn steps, strategies, and actions you can take to minimize the probate process and ensure a smoother transition for your loved ones;
• Discover strategies for planning for your children, and loved ones no matter how old they are;
• Understand how to minimize tax implications for your heirs; and
• Find out how to protect your assets and heirs effectively.

Don't miss this valuable opportunity to learn from professionals and ask your pressing questions. Whether you're planning for your future or assisting loved ones with their estate planning, "Demystifying the Probate Process" will offer essential insights and actionable advice.

Cost:  FREE

Check back for more events!