Women, Wine, and Wills: Essential Considerations for Estate and Financial Planning
Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Taeya Lauer, Senior Wealth Advisor at Pacific Coast Financial Services, at this FREE, in-person event.
We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have peace of mind 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, kids 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.
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.
