Navigating the Complexities of Estate Planning & Insurance

When:  Wednesday, September 27

              7:00 - 8:00 PM

 

Chart a Course Towards a Stable and Protected Future

 

Join us as we demystify the intricate world of safeguarding your legacy and financial security. Whether you're just starting your estate planning journey or seeking to optimize existing strategies, this event is your compass to chart a course towards a stable and protected future.

 

Kristy Hoad, estate planning attorney, and Gayle McLellan, Agent at New York Life Insurance Company, will delve into the critical intersections of estate planning and insurance, sharing invaluable insights and actionable tips to ensure your loved ones are well taken care of.

 

During this event, they will discuss:

  • Understanding the fundamental principles of estate planning.
  • Identifying the key components of a well-rounded estate plan.
  • Assessing your insurance needs based on your financial situation and goals.
  • The role of trusts in estate planning and their benefits.
  • Minimizing risk in your estate plan
  • Leveraging life insurance to provide financial security for your loved ones.
  • Updating and adapting your estate plan and insurance coverage over time.

Don't miss this opportunity to gain clarity on how to navigate these essential aspects of your financial well-being. Reserve your spot today and embark on a path to greater peace of mind and financial stability.

 

 Cost:  FREE

Estate Planning for Queer Families

When:  Wednesday, October 4

              6:00 - 7:00 PM

 

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.

 

 Cost:  FREE

Women, Wine & Wills

When:  Wednesday, October 11

              6:00 - 8:00 PM

Where: Structure Wines | SODO

 

Essential Considerations in Estate & Financial Planning

 

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 Wines 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

Landlord 101

When:  Wednesday, October 18

              6:00 - 7:30 PM

 

Are you a landlord or thinking of 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, Jonathan Woelfle, Agent at Allstate Insurance, and Amber Trader, Financial Advisor at Edward Jones, 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.
  • Risk Management and Insurance - Exploring insurance options to protect your investment
  • Common financial pitfalls and oversights with rentals.
  • Planning for long-term goals and potential property sales.

 Cost:  FREE

Estate Planning for Parents

When:  Wednesday, October 25

              6:00 - 7:00 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, experienced 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

Halloween in the Juction

When:   Sunday, October 29

               11:00 AM - 2:00 PM

Where:  Alaska Junction, West Seattle

 

Get Ready for a Spooktacular Halloween in the Junction!

 

Get your costumes ready because Halloween in the Junction is back, and it's going to be a hauntingly good time! Join us for a spine-tingling afternoon of trick or treating, games, crafts, and more as they close down the streets of Alaska Junction to celebrate the spookiest day of the year.

 

Visit our booth, where we'll not only have valuable information about how estate planning can help you secure your future but also games for the kids and a treasure trove of candy! Grab a handful of your favorite treats while you learn how to protect your family's legacy.

 

Admission is free, and all are welcome. See you there for a BOO-tiful time!

 

 Cost:  FREE

The Importance of Estate Planning: Protecting Your Family's Future

When:  Wednesday, November 1

              7:00 - 8:00 PM

 

Comprehensive Estate Planning Can Protect Your Assets and Ensure Your Legacy For Generations to Come

 

Whether you realize it or not, you have an estate.  Everyone does. Your estate encompasses all your possessions, regardless of their size or value, and you need a plan to manage it effectively.

 

At this free virtual event, we will cover essential information about estate planning and how it can safeguard your family's financial well-being.

 

During this presentation, you'll learn:

  • The importance of estate planning and the benefits it can offer to you and your loved ones;
  • 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.

 

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.

 

 Cost:  FREE

Check back for more events!

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