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 Kristy Hoad, estate planning attorney, 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.

Demystify 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, Wendy Campbell, Partner and Head of Insurance at Fortis Financial Group, and Carlos Zamora, cemetery and funeral preplanning manager at Dignity Memorialas we demystify the probate process and learn actionable steps for better estate planning.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.