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

When:  Thursday, January 15, from 7:00 - 8:00 PM

Where: Zoom

Are you looking to secure your family's future by planning your estate but don't know where to start?

This free online event is designed for anyone who wants to understand the basics of estate planning, including wills, trusts, and other important documents. Join estate planning attorney Yihao Zhang who will guide you through the process of planning your legacy.

During this event, you'll learn about:

• The importance of estate planning
• The different types of estate planning documents
• How to protect your assets and ensure they are distributed according to your wishes;
• Strategies for minimizing taxes and reducing estate administration costs;
• The role of wills, trusts, and other estate planning tools in achieving your goals;
• How estate planning can protect your children's inheritance from creditors and divorce; and
• Tips for avoiding common estate planning mistakes that can jeopardize your plans.

Whether you're young and just starting out or are well into your retirement years, estate planning is essential for protecting your loved ones and ensuring your assets are distributed according to your wishes.

Join us and take the first step towards securing your family's future.

Cost:  FREE

Women, Wine, & Wills

When:  Wednesday, January 21, from 6:00 - 8:00 PM

Where: Structure Cellars Winery + Tasting Room SODO 

3861 1st Ave S, Seattle, WA 98134

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Taeya Lauer, Wealth Advisor at Pacific Coast Financial Services, at this FREE, in-person event at Structure Cellars Winery + Tasting Room in SODO.

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 and Your Loved Ones: Making the Right Choices

When:  Tuesday, January 27, from 7:00 - 8:00 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 with offices in Seattle and Bellevue, 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

Wine & Wills

When:  Tuesday, February 3, 6:00 - 8:00 PM

Where: Viscon Cellars, 5910 California Ave SW B, Seattle, WA 98136

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Timothy J. Duffy, Financial Advisor at Raymond James, at this FREE, in-person event at Viscon 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

Raymond James is not affiliated with and does not endorse the opinions or services of Jenny Ling or The Law Offices of Jenny Ling, PLLC.

Estate Planning: Protecting Your Assets and Your Family's Future

When:  Wednesday, February 18, 6:00 - 7:00 PM

Where: Zoom

Preparation is key for ensuring your loved ones are taken care of, no matter what the future holds. Whether you're just beginning to consider your estate plan or looking to update existing arrangements, you need valuable guidance and information to help you navigate the complexities of estate planning.

At this free, virtual event, we will cover a range of essential topics, including:

• The importance of estate planning for protecting your assets and securing your family's future.
• Estate planning tools and strategies, such as wills, trusts, and powers of attorney.
• How estate planning can protect your children's inheritance from creditors and divorce.
• Minimizing estate taxes and maximize the value of your estate for your beneficiaries.
• Addressing common misconceptions and pitfalls in estate planning and how to avoid them.
• Understanding the role of estate planning in ensuring smooth wealth transfer and inheritance for future generations.

Whether you're just starting to consider your estate plan or looking to update an existing one, estate planning is a critical aspect of financial management and legacy preservation.

Join Kristy Hoad, estate planning attorney with offices in Seattle and Bellevue, to gain valuable insights and to help you make informed decisions about your assets and your estate and ensure a secure future for yourself and your loved ones.

Cost:  FREE

Estate Planning and Your Loved Ones: Making the Right Choices

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

Where: Zoom

Believe it or not, you have an estate. In fact, everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. No matter how large or how small, everyone has an estate and needs to make a plan for it.

When you die, you probably want to have a say as to how all that you have worked so hard for are given to the people or organizations you care most about. That is estate planning—making a plan in advance and naming whom you want to receive the things you own after you die.

However, good estate planning is much more than that. It should also:

• Impart more than just money – your values, life experiences, family stories;
• Make a plan for your children;
• Make a plan for not just your death, but also your possible incapacity; and
• Change with you as your life changes.

Join Kristy Hoad, estate planning attorney with offices in Seattle and Bellevue, and learn how comprehensive planning will enable you to have peace of mind knowing that your family is taken care of, and that there is no question about what your wishes are.

Cost:  FREE

Check back for more events!