Women, Wine & Wills

When:  Wednesday, March 10

              6:00 - 8:00 PM

Putting a Plan in Place is One of the Most Important Things You Can Do For Your Family

Grab a glass of wine and join Jenny Ling, an experienced estate planning attorney, and Jeanne Sickel of Homebridge Financial Services Inc. at this FREE online event to 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.

We will discuss essential considerations for estate planning, including:

• 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.

 Cost:  FREE

Estate Planning for Young Professionals

When:  Tuesday, March 16

              6:00 - 8:00 PM

Now Is the Time to Make a Plan for the Future!

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, even furniture and personal possessions.  No matter how large or small, everyone has an estate and needs to make a plan for it.

Join Jenny Ling, an experienced estate planning attorney, and Ryan Burklo, Senior Partner at Quantified Financial Partners, at this FREE online event to learn how you can grow your wealth and make a plan for the future. 

We will discuss essential considerations for estate and financial planning for young professionals, including:

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

 Cost:  FREE

Estate Planning for Parents

When:  Saturday, March 27

             10:00 AM - 12:00 PM

Have You Made 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

The Essentials of Estate Planning

When:  Wednesday, April 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, April 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 Rhonda Smith, property manager and owner of Owner, Smith Atlas, LLC, 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.

 Cost:  FREE

Estate Planning & Investing in a Brighter Future, the Gift of Education

When:  Wednesday, April 21

              6:00 - 8:00 PM

As a parent, making a plan for your children's future is tops of your "To Do" list.  Most parents, however, don't know where to start. 

Join Jenny Ling, experienced estate planning attorney, and Beth Percival, financial advisor with Edward Jones, to learn how making a plan can be the most important gift you give your children and family.

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.   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.

You've thought about saving for college for your children, you may have even put a little money away, but are you sure that you're doing all you can to send your child off with the best future?

During this FREE 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;
• What is a 529 Plan, what are its advantages and how you can start one; and
• How you can get your estate planning done virtually from the comfort of home.

 Cost:  FREE

Women, Wine & Wills

When:  Wednesday, May 5

              6:00 - 8:00 PM

Learn about one of the most important things you can do for your family - Make a Plan

Grab a glass of wine and join Jenny Ling, an experienced estate planning attorney, and Kirstin Ward of Caliber Home Loans at this FREE event to 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.

We will discuss essential considerations for estate planning, including:

• 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.

Kirstin will discuss home real estate can fit into your overall wealth building plans.

 Cost:  FREE

Estate Planning for Queer Families

When:  Saturday, May 15

              10:00 AM - 12:00 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!