Free Financial Seminar Today At Laurelhurst Community Center

NEST (Northeast Seattle Together)  which supports Northeast Seattle elder neighbors through a network of volunteers and vendors, is having two free public lectures today and next Wednesday at 2:30pm on financial planning at the Laurelhurst Community Center, along with Seattle Parks and Recreation and Eagle Strategies LLC.

Today the topic is Wills and Trusts: Are Your Documents Correct, in Order and Up-to-date?

 

• Are you better off with a will or a trust, and what is probate all about? Are your documents up-to-
date, complete, and organized? Learn about the best practices in estate planning, document
management and changes in estate tax laws.
• Maximize Your Legacy, Minimize Your Taxes; Planned Giving to Family and to Charity
• Being thoughtful about your estate and charitable planning can help enable you to have greater peace of mind and more flexible strategies for your assets. Many planned gifts can help you reduce your taxes. The greatest benefit, however, is knowing you are supporting what is important to you and helpful to others, whether that is in your community or in your family.



The presenter is Greg Russell, founding partner of Peterson Russell Kelly PLLC, a business law firm based in Bellevue, Washington, will be presenting. Greg graduated from the University of Washington Law School, Order of the Coif, and has been practicing in Seattle for over 25 years, advising closely held business owners and individuals regarding their business and personal planning matters. Greg has extensive experience in mergers and acquisitions, shareholder buyouts/dispute
resolution, commercial real estate, and regularly advises his clients on their estate planning matters, including wills, trusts and wealth transfer and gifting issues.

Next Wednesday, November 12th, the topic is Maximize Your Legacy, Minimize Your Taxes; Planned Giving to Family and to Charity

 

• Being thoughtful about your estate and charitable planning can help enable you to have greater peace of mind and more flexible strategies for your assets. Many planned gifts can help you reduce your taxes. The greatest benefit, however, is knowing you are supporting what is important to
you and helpful to others, whether that is in your community or in your family.

The presenter is Amy Lee Derenthal, who manages the Philanthropy team at

Food Lifeline, an organization that works to feed hungry people in Western Washington. Amy Lee offers a breadth of experience spanning twenty five years including for-profit and not-for-profit work. Amy Lee has 10 years’ experience working in fundraising and planned giving.

The seminars are organized by Laurie Adams and Kevin Peterson who are Financial Advisers with Eagle Strategies LLC, with 30 years’ combined experience in wealth management and a focus on growing, protecting and transferring assets for successful individuals, families and business owners.

Seattle Parks & Recreation's Lifelong Recreation Program is co-sponsoring the event.NEST Law and Finance Seminars are presented in partnership with Laurie Adams and Kevin Peterson of Eagle Strategies LLC and the Seattle Parks and Recreation Department

For more information contact NEST at 206.525.6378, email info@nestseattle.org or go here.