Women, Wine & Wills
When: Tuesday, September 10
6:00 - 8:00 PM
Where: Structure Cellars Winery - Tacoma Tasting Room
632 St Helens Ave, Tacoma
Essential Considerations in
Estate & Financial Planning
Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, at this FREE, in-person event at Structure Wines 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.
PLEASE NOTE: This is an indoor, in-person event, contingent upon the advice of public health officials.
Cost: FREE
Unlocking Equity: Living to See Your Kids Enjoy Their First Home
When: Tuesday, September 17
6:00 - 8:00 PM
Where: Cascadia Pizza,
1820 130th Ave NE Suite 2, Bellevue
In today's real estate market, young, first-time home buyers are turning to family for financial help. Unlike past generations, they face high property prices, low inventory, and rising living costs. Parents want to support their children but worry about the financial strain on their retirement if they refinance their homes.
Join us for a panel discussion featuring an estate planning attorney, realtor, residential mortgage specialist, and retirement mortgage specialist. We have invested several months of collaboration to develop an innovative solution to help parents assist their children in buying homes without compromising their financial security. Learn how to help your children create generational wealth and secure a better future for your family utilizing a resource that is hidden in plain sight.
Don't miss this chance to gain valuable insights and practical advice from industry experts. Secure your spot today and take the first step towards helping your children own a home and secure their future.
Estate Planning: Kristy Hoad
Realtor: Simon Cruz
Residential Mortgage Specialist: Rick Robertson
Retirement Mortgage Specialist: Admiral Flunder
Cost: FREE
Estate Planning for Poly Families
When: Wednesday, September 18
6:00 - 7:00 PM
Love Multiplied, Legacies United
Join us for an insightful and informative event focused on the estate planning needs of Poly Families. Designed specifically for individuals and families in poly relationships, this event aims to address the unique challenges and considerations involved in estate planning within the context of poly families.
Estate planning is an essential aspect of ensuring the security and well-being of your loved ones, and poly families often face distinct complexities when it comes to legal and financial matters. At this free, online event, experienced estate planning attorney Jenny Ling will discuss the intricacies of estate planning in a poly family structure.
During this event, you will have the opportunity to:
Learn the Fundamentals: Gain a comprehensive understanding of the key components of estate planning, including wills, trusts, power of attorney, and healthcare directives, and how they can be tailored to suit the unique needs of poly families.
Navigate Legal Challenges: Explore legal considerations and potential obstacles faced by poly families, such as multiple parents, inheritance rights, and legal recognition of relationships, and discover strategies to address these challenges effectively.
Financial Planning and Asset Protection: Understand the financial implications of estate planning and explore strategies for asset protection, tax planning, and wealth transfer within poly family structures.
Whether you are new to estate planning or looking to update your existing plan, this event will give you the tools to help you safeguard the future of your poly family.
Note: This event is open to individuals and families in all stages of polyamory, including those in committed relationships with multiple partners, co-parenting arrangements, or blended families. We welcome participants from diverse backgrounds and relationship structures.
Register now to reserve your spot and embark on a journey towards comprehensive estate planning that aligns with your poly family's unique needs.
Cost: FREE
Estate Planning for Parents
When: Tuesday, September 24
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 and Your Loved Ones: Making the Right Choices
When: Tuesday, October 1
7:00 - 8:00 PM
Secure Your Tomorrow, Today
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 with offices in Seattle and Bellevue, at this free, online event where she will guide you through the intricacies of estate planning, including wills, trusts, beneficiaries, 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 financial future and protect your loved ones. Reserve your spot today and invest in the peace of mind that comes with proper estate planning.
Cost: FREE
Estate Planning for Queer Families
When: Wednesday, October 9
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
Estate Planning: Protecting Your Assets and Your Family's Future
When: Tuesday, October 15
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.
Secure your spot today and take the first step toward securing your legacy and protecting your family's future through effective estate planning.
Cost: FREE
Landlord 101
When: Wednesday, October 23
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!
Print