Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Melissa Cournyer, Private Wealth Advisor & Founder of Konvex Wealth, at this FREE, in-person event at Structure Cellars Winery in Tacoma.

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.

Being a dad means planning for the people you love most. But beyond providing for your family today, have you thought about how you can protect their future and leave a lasting legacy?

Join us for The Dad’s Playbook: Wills, Trusts & Legacy Planning, an online event designed to help fathers and families understand the importance of thoughtful estate planning. Whether you’re a new dad, raising a growing family, or preparing for the next chapter of life, having a plan in place can provide confidence, clarity, and peace of mind.

During this event, we’ll explore the essentials of estate planning, including:

• Wills: Understand how a will can help ensure your wishes are carried out and your loved ones are cared for.
• Trusts: Discover how trusts may offer greater flexibility, privacy, and control over your assets.
• Powers of Attorney & Healthcare Directives: Learn about the importance of choosing trusted individuals to make financial and healthcare decisions if you’re unable to do so.
• Legacy Planning: Explore ways to protect your family, preserve your values, and pass on more than just assets.
• Planning for the Future: Learn how thoughtful estate planning can help prepare your family for life’s unexpected moments and changing circumstances.

Whether you’re just getting started or looking to strengthen an existing estate plan, this event will provide practical insights to help you take the next step.

Join us to learn how wills, trusts, and legacy planning can help you protect what matters most and build a lasting legacy for generations to come.

Are you beginning to consider your estate plan? Do you want to better understand what goes into estate planning? 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 Basics of Wills and Trusts is a free, online 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.

Estate planning is an essential part of ensuring your loved ones are well taken care of when the time comes. Whether you're just beginning to consider your estate plan or looking to make updates to an existing one, this event is for you.

Join Kristy Hoad, estate planning attorney, at this free, online event where she will guide you through the intricacies of estate planning, including wills, trusts, powers of attorney, and more. You'll gain valuable insights into how to make the right choices for your family's future and financial well-being.

Key Topics Covered:

• The Importance of Estate Planning
• Planning for Your Children, No Matter How Old They Are
• Wills vs. Trusts: Which is Right for You?
• Minimizing Tax Implications
• Protecting Your Assets and Heirs
• Legacy Planning

Whether you're young or seasoned, estate planning is a critical aspect of financial security and family well-being.

Don't miss this chance to take control of your future and protect your loved ones. Reserve your spot today and invest in the peace of mind that comes with proper estate planning.