The Essentials of Estate Planning

When:  Wednesday, March 13

                 6:00 - 7:00 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, 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

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

When:  Wednesday, March 20

                 6:00 - 7:00 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.

 

Join Jenny Ling, estate planning attorney with offices in Seattle and Bellevue, to learn how to protect your family's future with proper estate planning.

 

Cost:  FREE

Women, Wine & Wills

When:  Tuesday, March 26

                6:00 - 8:00 PM

Where: McQueen Champagne Bar

                 Woodinville

 

Essential Considerations in Estate & Financial Planning

 

Enjoy a glass of wine and meet Kristy Hoad, estate planning attorney, and Samantha Kennedy, Certified Financial Planner Professional at Mainsail Financail Group, at this FREE, in-person event at McQueen Champagne Bar in Woodinville.

 

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

Guardian Nomination Workshop

When:  Saturday, March 30

                10:00 AM - 12:00 PM

Where: 14900 Interurban Ave S, Seattle

 

Who Will Take Care of Your Kids if Something Happens to You? 

 

 

Have you documented the guardians for your minor children?

 

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

 

During these workshops, attorney Kristy Hoad will guide you through the process of nominating guardians for your children and you will walk out the door with those guardians named.

 

Parents will have documents completed for guardian nomination at the end of the workshop. It is thus essential that both parents attend.  We do offer a reduced rate for single parents.

 

Join us at our next Guardian Nomination Workshop and get peace of mind knowing that your children will be cared for by the people you choose in the event you are unable to care for your children.

 

No need to find childcare!  Children are welcome so you can mark this important item off your to-do list.

 

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

Estate Planning for Parents

When:  Wednesday, April 10

              7:00 - 8:00 PM

 

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 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

Estate Planning for Queer Families

When:  Wednesday, April 17

                6:00 - 7:30 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

Landlord 101

When:  Wednesday, April 24

                 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, at this free online event. He 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

Check back for more events!

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