The Essentials of Estate Planning

When:  Wednesday, December 1

              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

Women, Wine & Wills

When:   Wednesday, December 8

               6:00 - 8:00 PM

Where:  The Princess and Bear Wines

                309 S. Cloverdale Street, #Suite A1

 

Essentials Considerations for Estate and Financial Planning

 

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Taeya Lauer, Senior Wealth Advisor at Pacific Coast Financial Services, at this FREE, in-person event.

 

We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have peace of mind 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.

 

PLEASE NOTE:  This is an indoor, in-person event, contingent upon the advice of public health officials.  Per the King County mandate, attendees over the age of 12 must provide proof of full vaccination, or a negative COVID-19 test result from the last 72 hours.  In general, people are considered fully vaccinated: 2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or 2 weeks after a single-dose vaccine, such as Johnson & Johnson’s Janssen vaccine. 

 

 Cost:  FREE

Financial Literacy for Families

When:  Wednesday, January 12

              6:00 - 8:00 PM

 

It is never too early to start improving the financial literacy in your family.

 

A great first step is covering the basics.  Join Jenny Ling, estate planning attorney, and Ginger Wasylik, Branch Manager at Homestreet Bank, at this free online event and refresh your own knowledge about financial literacy and how it can affect your family.

At this event, we'll cover:

  • The basics of building a budget
  • Financial tools and how to use them
  • Saving vs. investing
  • How estate planning can ensure your legacy lasts for generations
  • How to talk to your kids about money
  • What you need to know to turn your side-hustle into a business

 

At every stage of your family life you will encounter various challenges and rewards.  One of the most important things you can do to prepare for the live event you face is to plan ahead.

 

 Cost:  FREE

Estate Planning & Your Family

When:  Tuesday, January 25

             1:00 - 3:00 PM

 

What Would Your Kids Needs if Something Happens to You?

 

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, at this free virtual event 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

Estate Planning for Parents

When:  Wednesday, January 26

              6:00 - 8:00 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, 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

Build Your Business

When:  Wednesday, February 2

              6:00 - 8:00 PM

 

Lay a Strong Foundation for the Growth of Your Business​.

 

Join Michael Safren, an experienced business attorney, and Ginger Wasylik, Branch Manager at Homestreet Bank, and learn some of the most important and foundational legal topics for small business owners.

 

Topics will include:

  • Entity formation,
  • Shielding personal assets from corporate liability,
  • Key contract terms,
  • Practical tips to help avoid litigation,
  • Business succession planning, and
  • How business banking can help make your business a success.

 

Join us at this free, online event and learn legal concepts and strategies to help you protect your business, gain valuable legal and practical insights.

 

 Cost:  FREE

Landlord 101

When:  Wednesday, March 2

              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, 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

Estate Planning for Queer Families

When:  Wednesday, February 24

              6:00 - 8:00 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!

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