Name:
CANCELLED: Estate Planning Seminar
Date:
May 15, 2021
Time:
10:00 AM - 11:15 AM PDT
Registration:
Register Now
Event Description:
Wills & Living Trusts
An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.
You will learn the following topics, in easy to understand terms:
• The advantages and disadvantages of Wills and Living Trusts
• How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away)
• How Probate Court works and why you may want to avoid it for your family
• Why putting property in your children’s names may be a mistake
• Common missteps by families raising children with challenges, disabilities or Special Needs
• Protect your home from being swallowed up by nursing home care
• Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
• Best Practices for naming retirement account and Life Insurance beneficiaries
This seminar is designed to help you and your family avoid the most common costly mistakes.
Meet Linda:
Linda Jensen has been in the financial services industry for over 27 years and is committed to maintaining the highest standards of integrity and professionalism with you, the client. Linda believes that most folks don’t know what questions to ask and don’t know what options they have. She believes her role is to educate clients and provide the very best solutions for them. Linda is a Certified Financial Educator and conducts regular seminars for the public and business professionals. She has worked hard to attain many professional designations.
Linda owns a Registered Investment Advisory Firm and has the ability to hire the best money managers. Linda takes a client-first approach. She specializes in estate planning, retirement planning, income planning, tax planning and is a holistic fiduciary financial planner which means she is regulated to justify that all solutions offered are in her client’s best interests.
Working with Linda you’ll have someone who will come alongside you to understand your financial situation and serve you with only the highest quality advice, helping you reach your goals.
Linda and her husband are proud to live in the Pacific Northwest. They enjoy spending time with their children, grandchildren as well as a variety of activities. Linda is a life-long learner who enjoys reading, hiking, cooking and sewing.
An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.
You will learn the following topics, in easy to understand terms:
• The advantages and disadvantages of Wills and Living Trusts
• How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away)
• How Probate Court works and why you may want to avoid it for your family
• Why putting property in your children’s names may be a mistake
• Common missteps by families raising children with challenges, disabilities or Special Needs
• Protect your home from being swallowed up by nursing home care
• Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
• Best Practices for naming retirement account and Life Insurance beneficiaries
This seminar is designed to help you and your family avoid the most common costly mistakes.
Meet Linda:
Linda Jensen has been in the financial services industry for over 27 years and is committed to maintaining the highest standards of integrity and professionalism with you, the client. Linda believes that most folks don’t know what questions to ask and don’t know what options they have. She believes her role is to educate clients and provide the very best solutions for them. Linda is a Certified Financial Educator and conducts regular seminars for the public and business professionals. She has worked hard to attain many professional designations.
Linda owns a Registered Investment Advisory Firm and has the ability to hire the best money managers. Linda takes a client-first approach. She specializes in estate planning, retirement planning, income planning, tax planning and is a holistic fiduciary financial planner which means she is regulated to justify that all solutions offered are in her client’s best interests.
Working with Linda you’ll have someone who will come alongside you to understand your financial situation and serve you with only the highest quality advice, helping you reach your goals.
Linda and her husband are proud to live in the Pacific Northwest. They enjoy spending time with their children, grandchildren as well as a variety of activities. Linda is a life-long learner who enjoys reading, hiking, cooking and sewing.