Estate Planning and Financial Strategies for Today's Tech Workers

Join us for this free event on Zoom to discuss estate planning and financial strategies for people working in the tech industry. Kristy Hoad, senior associate attorney at the Law Offices of Jenny Ling, PLLC and Samantha Kennedy, CFP, Wealth Advisor at Composition Wealth will cover the basics and also deep dive into topics that are facing people in the tech industry.

We will cover a range of topics, including:

-Estate planning tools and strategies, such as wills, trusts, and powers of attorney;

-Minimizing estate taxes and maximize the value of your estate for your beneficiaries;

-RSU's;

-Liquidity;

-Stock Strategy;

-and more!

Take a step toward protecting your legacy at this free, online event!

Kristy Hoad is an associate at The Law Offices of Jenny Ling, PLLC. She 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.

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.

The Law Offices of Jenny Ling, PLLC was voted GOLD for Best Law Firm and Best Estate Planning Law Firm for the 2023 Best in the PNW. As the Best in the PNW GOLD Estate Planning Law Firm, we are focused on providing clients with outstanding service and legal advice for all of the legal services we provide. We customize estate plans, tailored to each client’s specific needs, and our process is client focused. We offer free consultations to get to know our clients’ goals and concerns, and to develop the outline of each client’s particular estate plan during individualize planning sessions before our clients are ever obligated to pay for our services. All of our estate planning services are offered on a flat-fee basis so that our clients are encouraged to ask all of their questions during the planning process. We also provide a review of our clients’ estate plan every three years at no additional cost. We are committed to helping people create estate plans that are customized to their family's unique needs and will help them avoid conflict. We are also passionate about providing a welcoming, open, and affirming space for all families and individuals, regardless of background or identity, to seek legal services.

Samantha Kennedy, CFP, is a Wealth Advisor with Composition Wealth. With over ten years in the financial services industry, I have discovered that no two people have the same dreams and that there is always more to learn. The desire to help individuals and families prepare for a financially stable future while developing life-long friendships is the reason I love being a financial advisor. I look forward to the opportunity to walk through life with my clients and be a part of their wins as they conquer fears and reach their goals!

My life is full of miracles. At the age of three, I was adopted from China to a loving family and was able to pursue higher education that includes a major in finance and minor in mathematics. I am thankful to be a Washingtonian who is surrounded by loving family and friends. In my free time, I enjoy daily runs, hiking, and camping! My husband and I love our home and the PNW!