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

Name: Women, Wine & Wills: Essential Considerations in Estate & Financial Planning
Start: 2024-07-16T18:00:00-07:00
End: 2024-07-16T20:00:00-07:00
Location: Structure Cellars Winery

Schedule

Tue Jul 16 2024 at 06:00 pm to 08:00 pm

UTC-07:00

Location

Structure Cellars Winery | Seattle, WA

Enjoy a glass of wine and meet estate planning attorney Kristy Hoad and Taeya Lauer, Wealth Advisor at Pacific Coast Financial Services, 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.
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.

Kristy Hoad focuses her estate planning practice on helping individuals, families, and small business owners create an estate plan that will ensure their legacy for years to come. Kristy received her Juris Doctorate from Seattle University School of Law after receiving a Master’s Degree in Jurisprudence from The University of Washington School of Law. Kristy’s lifelong experience with family-run businesses has given her a unique perspective regarding the needs of business owners. Kristy has a deep understanding of the need for strategies that can protect family assets, and has seen the impact that poor planning can have on a family.
At Pacific Coast Financial Services, the guiding principles are integrity, strategy, care, results. They treat their clients with integrity and honesty at all times. Their investment strategies work in good and bad markets. Their client care is at the highest level because they believe that is the right way to do business and they get the results their clients want.
Taeya Lauer is their founder, CEO and financial advisor. She brings over 25 years of financial experience to help her clients make a plan that works for their family. Making sure things fall into place for clients and that they successfully reach their goals all comes down to a solid plan. She has spent all of her adult life working in financial services and studying financial markets to find creative solutions for her clients.