Purposeful Living - Creating Your Legacy Now and In the Future

When:  Wednesday, June 23

             6:00 - 8:00 PM

 

Make a Financial and Estate Plan That Looks at More Than Just Your Money

 

Making a plan for the future can be scary and overwhelming.  You know that you need a plan but where do you start?  Also, you know you are more than just numbers on a spreadsheet.  Join Jenny Ling, an experienced estate planning attorney, and Minh Ngo, Wealth Management Advisor at Northwestern Mutual, to learn how you can make a financial and estate plan that looks at more than your money.

 

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.

 

Financial Planning can mean different things for different people.   Financial planning with a purpose can make sure you are making decisions that are most aligned with your core values. For some, it could mean being more “present” with family...even if it meant taking on a role where you made less. Alternatively, it might be to work at a meaningful pace for a period of time and knowing the extra stress with the job/industry is worth it knowing it can give them a certain sense of financial independence.

 

Come to this free virtual event and learn how, with the guidance of experienced professionals and a few simple steps, you can have the peace of mind knowing that your family and future are taken care of and there is no question what your wishes are.

 

 Cost:  FREE

The Essentials of Estate Planning

When:  Wednesday, July 7

              6:00 - 8:00 PM

 

Don't Wait to Make a Plan!

 

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 Jenny Ling, an experienced 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

Landlord 101

When:  Wednesday, July 14

              6:00 - 7:00 PM

 

Are you a landlord or thinking about becoming one?

 

This presentation is a great opportunity to find out more about the legal and financial side of being a landlord. Join Michael Safren, an experienced real estate attorney, and Lisa Lotus, owner and inspector at Taurus Home Inspections, at this free online event.

 

They will discuss:

  • Asset Protection and Risk Management—How to keep everything you’ve worked for safe.
  • Landlord/Tenant Rights—Know your rights and responsibilities and updates on new laws.
  • Short-term Rentals—AirBNB, vacation rentals, part-time rentals.
  • What you need to know about rental inspections and how they benefit both the landlord and the tenant. 

 

 Cost:  FREE

Women, Wine & Wills

Essential Considerations for Estate and Financial Planning

When:  Wednesday, July 28

              6:00 - 8:00 PM

 

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Cecille Nguyen, Senior Wealth Strategist at Navigator Advisers at this FREE event.

We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have peace of mind 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;
  • 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.

 

PLEASE NOTE:  This is an outdoor, in-person event, contingent upon the full reopening of Washington State on June 30th.  Per the CDC's mask guidance, fully vaccinated participants are welcome to attend mask-free.  We ask all unvaccinated participants to wear a mask unless actively eating or drinking.  In general, people are considered fully vaccinated: 2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or 2 weeks after a single-dose vaccine, such as Johnson & Johnson’s Janssen vaccine.

Estate Planning for Parents

When:  Wednesday, August 11

              6:00 - 8:00 PM

 

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

 

It's a topic that appears on many "To Do" lists, 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 important 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 Jenny Ling, estate planning attorney with offices in Seattle and Bellevue, to learn how comprehensive planning can be the most important gift you give your children and family.

 

 Cost:  FREE

A Virtual Guardian Workshop

When:  Saturday, August 28

              10:00 Am - 12:00 PM

 

Who Will Raise Your Children if Something Happens to You?

 

If you don't make a plan, a judge will make the decision for you you.

 

Our Guardian Workshop is a great first stop to making sure that your family is taken care of, no matter what.

 

During this online workshop, attorney Jenny Ling will guide you through the process of nominating guardians for your children. A subsequent in person appointment will be scheduled to execute your guardian nomination.

 

Parents will complete documentation to nominate guardians for your children, thus it is essential that both parents make the time to attend.

 

 Cost:  $50 per couple (reduced rate for single parents available)

Estate Planning for Queer Families

When:  Tuesday, October 5

              6:00 - 8:00 PM

 

However your family is built, there are important steps that LGBTQ Families need to take to plan for their future.

 

Queer Families have special needs when it comes to estate planning and protecting the legal rights of their families. Issues such as second parent adoptions, recognition of parental rights and the ability to make decisions in the event of spousal incapacity can be unique to Queer Families. It is also true that not all states and jurisdictions are quick to respect the rights of Queer Families.

 

Come to this virtual event and learn the steps you can take to protect what's most important to you!

 

 Cost:  FREE

Check back for more events!

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