The Estate Planning Starter Guide
When: Tuesday, June 24
6:00 -7:30 PM
Where: 14900 Interurban Ave S., Suite 280, Seattle, WA 98168
Take a Step Toward Protecting Your Legacy
Are you beginning to consider your estate plan? 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.
The Estate Planning Starter Guide is a free, in-person event designed for anyone who wants to understand the basics of estate planning, including wills, trusts, and other important documents. Join estate planning attorney Kristy Hoad 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.
Join us at our Seattle office for your starter guide to estate planning. Snacks and beverages will be provided!
Cost: FREE
Demystifying the Probate Process
When: Wednesday, July 9
6:00 -7:30 PM
Clarify the Probate Process and Learn Actionable Steps for Better Estate Planning
Do you understand the probate process and how it affects your estate? Join us at this free online event, designed to provide clarity and guidance on navigating probate in Washington State. We'll help you understand the basics of the probate process, some of the key legal terminology and concepts used in probate, and learn effective strategies to manage or avoid it. With insights from both legal and financial perspectives, this session promises to equip you with the knowledge and tools needed to secure your family’s future, avoid legal delays, and protect their legacy.
Join experienced probate attorney Michael Safren and Zach Baggenstos, financial advisor at Edward Jones, as we demystify the probate process and learn actionable steps for better estate planning.
At this event, you will:
- Gain a clear understanding of probate and the probate process;
- Review a probate timeline, the legal requirements, and basic steps involved in the probate process;
- Dispel common misconceptions of the probate process;
- Learn steps, strategies, and actions you can take to minimize the probate process and ensure a smoother transition for your loved ones;
- Discover strategies for planning for your children, and loved ones no matter how old they are;
- Understand how to minimize tax implications for your heirs; and
- Find out how to protect your assets and heirs effectively.
Don't miss this valuable opportunity to learn from professionals and ask your pressing questions. Whether you're planning for your future or assisting loved ones with their estate planning, "Demystifying the Probate Process" will offer essential insights and actionable advice.
Cost: FREE
Women, Wine, & Wills
When: Tuesday, July 15
6:00 -8:00 PM
Essential Considerations in Estate and Financial Planning
Enjoy a glass of wine and meet Kristy Hoad, an experienced estate planning attorney, at this FREE, in-person event at Structure Cellars Winery in SODO.
A financial advisor will also be in attendance.
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
Beyond the Vote: Estate Strategies for Queer Lives
When: Saturday, August 2
10:00 AM-12:00 PM
Where: Tacoma Armory, 1001 Yakima Ave, Ste. 15, Tacoma, WA 98405
Join us for an empowering event where you'll learn why estate planning is essential for the LGBTQIA+ community. Discover how to protect your loved ones, ensure your wishes are honored, and safeguard your future. From securing parental rights and empowering healthcare decisions to providing for chosen family and minimizing taxes, this event will give you the tools to navigate unique challenges and build a legacy that truly reflects you. Don’t leave it to chance—plan with confidence! Estate planning attorney Jenny Ling will be presenting.
Cost: FREE
Estate Planning: Protecting Your Assets and Your Family's Future
When: Tuesday, July 29
7:00 -8:00 PM
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.
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
Check back for more events!
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