Estate Planning Seminars

The evening of Wednesday, April 28, 2010, I will present an estate planning seminar at the downtown Bellevue, Washington branch of Homestreet Bank. This presentation starts at 6:00 p.m. and is scheduled to run until 7:30 p.m. Also, on Friday, April 30, 2010, I will conduct an estate planning seminar from 12:45 to 2:00 p.m. at the Peter Kirk Community Center in Kirkland, Washington. Each presentation will focus on estate planning in a world with and without the federal estate tax.

Tags:

Upcoming Events

The evening of Tuesday, April 20, 2010, I will present an estate planning seminar at the Bellevue, Washington offices of Waddell & Reed. This presentation starts at 6:00 p.m. and is scheduled to run until 7:30 p.m. Also, on Friday, April 23, 2010, financial planner David Harry and I will conduct an estate and financial planning seminar beginning at 11:30 a.m. at the Northshore YMCA in Bothell, Washington. Each presentation will focus on estate planning in a world with and without the federal estate tax.

February Estate Planning Events

On Tuesday, February 16, 2010, I will be conducting another “Are Your Affairs In Order?” class at Brittany Park in Woodinville, Washington. The class focuses on all aspects of Wills, Trusts, Powers of Attorney and Living Wills. The program is sponsored by Evergreen Healthcare.

Tags:

New Year Estate Planning Events

Happy New Year! On January 11, 2010, between 11:00 a.m. and noon, I will be conducting a class at the Kenmore Senior Center entitled “Are Your Affairs In Order?” We will cover all aspects of Wills, Trusts, Powers of Attorney and Living Wills. 

Also, on January 19, 2010, I will lead a roundtable discussion on End of Life issues at this month’s Bothell Chamber Senior Resource Committee meeting. The discussion will center on Durable Powers of Attorney, Living Wills, POLST and DNR forms. Please see the Bothell Chamber Website for the time and location.  Please contact us if you are interested in attending either of these presentations.
 

Upcoming Events

I will be speaking at Aegis of Bothell on July 28, 2009, from 6:30-7:30 p.m. about estate planning for seniors and the basics of Medicare, Medicaid and Long Term Care Insurance. The event is sponsored by the Bothell Neighborhood Resource Council which consists of a variety of local businesses focused on serving the needs of seniors and their families.

More Upcoming Events

The Senior Resource Committee of the Greater Bothell Chamber of Commerce is holding two information gathering sessions, one on July 14, 2009 at 6:30 p.m. at Washelli of Bothell (aka the “Bothell Funeral Home”) and the second on July 22, 2009 at 2:00 p.m. at the Chateau at Bothell Landing. These one hour long sessions are designed to obtain information from seniors and their families in the Bothell-Kenmore area on issues important to maintaining and improving the lives of senior citizens in the community of Bothell and surrounding areas. The Senior Resource Committee acts as an advocate for seniors to the Bothell Chamber, its members and local governments. For more information please contact the Greater Bothell Chamber of Commerce.