Women, Wine & Wills: Essential Considerations for Estate and Financial Planning

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 Beth Percival, Financial Advisor at Edward Jones, 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.
 

Beth Percival, financial advisor with Edward Jones, believes talking about your goals with someone is often what it takes to make them a reality. "I am passionate about helping new investors get started and helping experienced investors stay on track. Whether you need to save to purchase a home, save for a child's college education or plan for retirement, I can help."

Please contact me if you have any questions. I want to be a resource for you. My goal is to help individual investors develop a personalized investment strategy geared toward their unique, long-term financial goals.

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