Estate Planning 101: Protecting Your Loved Ones From Predators and Taxes

Estate Planning 101: Protecting Your Loved Ones From Predators and Taxes

Fortify your family's financial future: estate taxes made easy

By View Ridge Family Law & Estate Planning

Date and time

Wednesday, May 29 · 12:30 - 2pm PDT

Location

Greenwood Branch - The Seattle Public Library

8016 Greenwood Avenue North Seattle, WA 98103

Agenda

12:30 PM - 1:30 PM

Estate Planning Seminar

1:30 PM - 2:00 PM

Q&A

About this event

  • 1 hour 30 minutes

Join us for an enlightening seminar on Estate Taxes 101, tailored for couples who are concerned about leaving their families vulnerable to creditors, lawsuits, and excessive taxes. Estate planning attorney and founder, Mackenzie Sorich, will guide you through the most important topics to consider when ensuring your family is protected with estate planning.


We understand that the thought of leaving your loved ones behind can be daunting, especially when considering the financial burdens they may face. However, there are proactive steps you can take to ensure that your estate is protected and your legacy is preserved for generations to come.


There is so much more to protecting your estate than having a will. Mackenzie will also inform you about the importance of a healthcare power of attorney, trusts, and wills. Why rely on the state to tell your family what they can do with their inheritance? Probate is a lengthy and often time-consuming process that can unfortunately waste your family's precious resources. Mackenzie will explain how a trust can help alleviate these burdens thorugh careful estate planning.


Learn how living trusts can serve as a powerful tool to shield your assets from potential threats, providing you with the peace of mind you deserve. Our experienced estate planning attorney will guide you through the essentials of estate tax planning, offering valuable insights and strategies to help you navigate this complex terrain with confidence.


Secure Your Family's Legacy: Free Estate Planning Seminar for Couples

Concerned about leaving your loved ones a secure future? Mackenzie will guide you through essential strategies to protect your legacy and minimize the impact of taxes.


Each attendee will receive an important handout that includes information about Estate Planning and important topics to discuss with their family.


Here's what you'll learn:

  • Minimize Taxes for Your Heirs: Discover proven strategies to preserve more of your hard-earned wealth and ensure your loved ones receive a larger inheritance.
  • Clear Up Misconceptions: You need more than a will to help ensure your family's inheritance doesn't get tied up in a costly and lengthy probate process.
  • Avoid Probate Delays and Costs: Learn how to streamline the distribution of your assets, saving your family time and money during a difficult time.
  • Safeguard Your Assets: Explore the power of trusts in shielding your estate from potential creditors and lawsuits, providing peace of mind for you and your family.
  • Ensure Your Wishes Are Carried Out: Gain clarity on creating a comprehensive estate plan that reflects your desires and ensures your legacy is passed on according to your wishes.
  • Protect your hard-earned assets: Unlike a will, a trust can help protect your hard-earned assets against inheritance taxes.

Frequently asked questions

Who is this event for?

This event is for couples or individuals who want to better understand what goes in to estate planning & how it can be a powerful tool for protecting their family's inheritance and ensuring their wishes are followed.

How can a trust protect my family from creditors and lawsuits?

A properly structured trust can provide a layer of protection for your assets by placing them beyond the reach of your beneficiaries' creditors and shielding them from potential lawsuits. By transferring ownership of assets to a trust, you can ensure that they are managed properly and protected.

What are the benefits of using trusts vs wills in estate planning?

Trusts offer a variety of benefits in estate planning, including avoiding probate, privacy, and manage asset distribution to family. Additionally, living trusts can help minimize estate taxes and provide asset protection for your beneficiaries. Wills focus on distribution, not protection.

Why is estate tax planning important for couples?

Estate tax planning is crucial for couples, especially retired couples, because it allows them to minimize the tax burden on their estate, ensuring that more of their hard-earned assets are preserved for their heirs rather than being lost to excessive taxation.

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Tune in for future complimentary workshops and get all your estate planning questions answered by a Seattle attorney!