Women, Wine, and Wills: Essential Considerations for Estate and Financial Planning
Enjoy a glass of wine and meet Kristy Hoad, estate planning attorney, and Samantha Kennedy, Certified Financial Planner Professional at Mainsail Financial Group, at this FREE, in-person event at McQueen Champagne Bar in Woodinville.
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.
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.
