JOIN US FOR A COMPLIMENTARY PRESENTATION

PROVIDE FOR YOUR LOVED ONES AND SAFEGUARD YOUR ASSETS WITH ESTATE PLANNING

Dinner Presentation For You and A Guest

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Tue Sep 9
Cascadia Pizza - Waitlist Only
6:00pm Pacific - 1820 130th Ave NE Bellevue, WA 98005
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Wed Sep 10
Total Wine - Waitlist Only
6:00pm Pacific - 699 120th Ave NE Unit B Bellevue, WA 98005
This Event Is Full This Event Has Already Taken Place
Thu Sep 11
Cascadia Pizza - Waitlist Only
6:00pm Pacific - 1820 130th Ave NE Bellevue, WA 98005
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • NEW WA ESTATE TAX LAW CHANGE JULY 1 – New tax rates and adjustments marks one of the most important estate planning updates in years. Learn what is changing and how to protect your estate.
  • Advantages & Disadvantages of Wills & Living Trusts
  • How to ensure your plan maximizes estate tax strategies
  • How Probate works & how to avoid Probate altogether
  • Preserving your children's inheritance if your surviving spouse remarries
  • Protecting your children's inheritance from lawsuits and divorcing spouses
  • Why putting property in children's names is a huge mistake
  • Protecting $12,000 or more per month through Safe Harbor Trusts
  • Maintaining Privacy & Protection against a Living Probate if you become disabled (Hint: Not all Powers of Attorney are valid!)
  • Providing for beneficiaries with Special Needs
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Featured Speaker

STEPHEN M. WALTAR & ANDREA LEE

Legacy Estate Planning, LLC was founded by Steve Waltar in 2000, with a mission to help people and their families build and maintain effective estate plans, and those struggling with the loss of a loved one navigate the required legal processes. Our firm is dedicated to providing people with estate planning education and pride ourselves in personalizing every estate plan to fit our client’s individual needs.

Andrea is a Washington native who attended college at Western Washington University, and law school at the University of Washington. Andrea has been practicing law since 2005 and specializes in Estate Planning and Elder Law.

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