Turn success into something that lasts.

If you’re building a business, thinking about growth, or starting to consider what’s next—this is for you.

We’re bringing together experienced professionals across tax, legal, business strategy, and financial planning for an in-person panel designed to help business owners make smarter, more aligned decisions.

We’ll cover things like:

● How to prepare your business for a future exit or transition

● Tax strategies designed to help you keep more of what you’ve earned

● Legal structures and protections that may reduce risk

● How to turn business value into personal financial security

● What to think about before a sale, succession, or major life event

If you’re thinking about any (or all) of these things, we’ll help you connect the dots.

You’ll also have the opprotunity to ask questions, hear different perspectives, and connect with other business owners in a relaxed setting (with a glass of wine in hand).

Ensure Your Legacy Can Last for Generations

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. 

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.

Make a Plan to Protect What's Most Important to You

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. 

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;
• Second parent adoptions and recognition of parental rights;
• How to ensure the rights of your family are protected in all states and jurisdictions; 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 you can protect what's most important to you.