Wine & Wills

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Timothy J. Duffy, Financial Advisor at Raymond James, at this FREE, in-person event at Viscon Cellars.

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.

At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, child protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.

Jenny Ling focuses her practice on estate planning, real estate and business needs of her clients. Jenny completed her law degree at Seattle University School of Law. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans to ensure the well-being of their families and the accomplishment of cherished goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.

Timothy J. Duffy embarked on his financial journey in 2013, immersing himself in the intricacies of life insurance and wealth planning. His passion for helping clients achieve their financial aspirations led him to Raymond James in 2017, where he joined forces with his father, Brian Duffy, a seasoned financial expert. Learning from Brian’s wealth of experience, Tim is committed to carrying forward the family legacy of financial excellence.

Tim holds a Bachelor of Arts degree in Economics from Central Washington University. Tim is well-versed in investment strategies and comprehensive financial planning, holding both the Series 7 and 66 Licenses. Additionally, he is licensed in Life, Disability Income, and Long-Term Care insurance, ensuring holistic financial guidance for his clients.

Tim’s mission is clear: to empower clients to make informed financial decisions. He achieves this by simplifying complex concepts and providing personalized education. Tim firmly believes that building strong client relationships is paramount. He follows a defined process to help clients achieve their financial goals, ensuring that every step is purposeful and aligned with their unique needs.

Raymond James is not affiliated with and does not endorse the opinions or services of Jenny Ling or The Law Offices of Jenny Ling, PLLC.

The Law Offices of Jenny Ling, PLLC is proud to be a multi-year Best in the PNW winner. In 2023, we were voted GOLD for Best Law Firm and Best Estate Planning Law Firm for the 2023 Best in the PNW and are proud to win again in 2024. As the Best in the PNW Estate Planning Law Firm, we are focused on providing clients with outstanding service and legal advice for all of the legal services we provide. We customize estate plans, tailored to each client’s specific needs, and our process is client focused. We offer free consultations to get to know our clients’ goals and concerns, and to develop the outline of each client’s particular estate plan during individualize planning sessions before our clients are ever obligated to pay for our services. All of our estate planning services are offered on a flat-fee basis so that our clients are encouraged to ask all of their questions during the planning process. We also provide a review of our clients’ estate plan every three years at no additional cost. We are committed to helping people create estate plans that are customized to their family's unique needs and will help them avoid conflict. We are also passionate about providing a welcoming, open, and affirming space for all families and individuals, regardless of background or identity, to seek legal services.