Events for Individuals

Crucial Questions to Answer before Embarking on Your Estate Plan

Date:    Wednesday, June 21, 2017, 6 PM
Venue:  Bellevue Public Library
Host:  KCTS

Your estate plan involves so much more than tax minimization, asset protection and the division of financial assets among your heirs.  Your estate plan is a journey and your destination is a plan that truly reflects your values and aspirations and that deploys your assets to serve your highest purposes for your family and community.  In this session, we will share essential questions you should answer before finalizing your estate plan.  Your answers to these questions will address the whys, hows and whos of estate planning and will bring greater clarity to the outcomes you would like your inheritance plan to help achieve among your beneficiaries and the legacy you wish to leave behind.


Nancy Cahill, Attorney at Law
Jim Carney, Certified Financial Planner
Lorraine del Prado, Philanthropic Consultant

Space is limited. The seminar is free with advanced reservation.
RSVP to Scott Claeys 206.443.6730 or sclaeys(Replace this parenthesis with the @ sign)

If you wish to host an educational event, please contact us at info(Replace this parenthesis with the @ sign)