Women, Wine & Wills

Schedule

Wed May 08 2024 at 06:00 pm to 08:00 pm

UTC-07:00

Location

Structure Cellars | Seattle, WA

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Women, Wine & Wills: Essential Considerations in Estate & Financial Planning
About this Event

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Theresa Trinidad, Financial Advisor and Senior Wealth Advisor at Merrill Lynch Wealth Management, at this FREE, in-person event at Structure Wines in SODO.

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.

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, second parent adoptions, 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.

The Law Offices of Jenny Ling, PLLC was voted GOLD for Best Law Firm and Best Estate Planning Law Firm for the 2023 Best in the PNW. As the Best in the PNW GOLD 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.



As a Financial Advisor for Merrill Lynch Wealth Management in Bellevue, WA, Theresa is passionate about helping every client make what may be the most important financial decisions of their lives. She is also a long-time advocate and volunteer for local and national organizations advocating for LGBTQ rights and Women’s equality. Before joining Merrill Lynch, she was the COO/CFO of local small business and has spent over a decade in Finance and Operational roles. She has a Bachelor’s degree in Business from the Foster School of Business at the University of Washington. Born in Washington, Theresa lives with her wife and two kids in Seattle and enjoys spending time with her family, traveling, playing softball and experiencing the beauty of the PNW.

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Where is it happening?

Structure Cellars, 3861 1st Avenue South, Seattle, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

The Law Offices of Jenny Ling, PLLC

Host or Publisher The Law Offices of Jenny Ling, PLLC

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