Estate Planning Fundamentals


Location:Aljoya Mercer Island

This presentation will discuss the basics of an estate plan designed to make it as easy as possible for your loved ones to assist you at the end of life, and also to smoothly transition assets following your death, all while minimizing estate taxes. Learn about probate, wills and revocable living trusts, federal and state estate taxes, durable powers of attorney, health care directives, and HIPAA Authorizations.

Guests must be fully vaccinated and wearing a mask to attend.  Event details could change based on WA COVID-19 Guidelines. Thank you for your understanding!