Upcoming Events

 📣 Join Us for an In-Person Talk at the Point Defiance Ruston Senior Center!

Thinking about the future? Choosing the right person to make decisions on your behalf is one of the most important parts of estate planning.

🗓 When: Tuesday, April 22, 2025
🕚 Time: 11:00 AM
📍 Where: Point Defiance Ruston Senior Center
4716 N Baltimore St, Tacoma, WA 98407

Attorneys from Puget Sound Estate Law, PLLC will be presenting a free, in-person session on Being a Fiduciary & Selecting a Fiduciary. We'll cover:
✅ What it really means to be a Power of Attorney agent, trustee, or executor
✅ How to choose someone you trust
✅ Red flags to watch for
✅ Questions you should be asking before you say yes to the job

Bring your questions—we’ll bring the knowledge (and maybe a few helpful handouts).
This is a great event for individuals planning their estate or those who have been asked to take on one of these important roles.

👥 Open to all—no RSVP needed. We hope to see you there!

https://www.franketobeyjones.com/wp-content/uploads/2025/03/4-April-Newsletter-Calendar.pdf

 📣 Join us for an important PC2Online Zoom event featuring our very own attorney, Jim Bates of Puget Sound Estate Law!

Jim will be presenting on Special Needs Trusts & ABLE Accounts for Families of Individuals with Developmental Disabilities—essential information for families planning for the future care and financial security of a loved one with disabilities.

🗓 When: April 29, 2025
🕕 Time: 6:00 PM – 7:30 PM
💻 Where: Online via Zoom
👨‍⚖️ Presenter: James Bates, Attorney at Law

🔗 Register here: https://docs.google.com/forms/d/1sR0JvEoaNlaICl7k0wnzD6iNjZEhsLaQ5dDUzIkho_o/edit

Don’t miss this opportunity to learn more about key tools for supporting your loved ones—right from the comfort of your home.

 Puget Sound Estate Law is excited to be part of Navigating the Next Chapter, a free, in-person workshop at the Lakewood Library focused on planning for your senior years. One of our partner attorneys, Liz Ann Johnson, will be speaking at the event to help educate the community on important steps to take when downsizing or preparing for the future—for yourself or a loved one.

When: May 13, 2025 | 2:00–3:00 PM
Where: Lakewood Library
Register today: https://form.jotform.com/222844604705051

Let’s make the next chapter a little easier to navigate—together.

#seniorliving #downsizing #Lakewoodwashington #SeniorCare #estateplanning #conciergecareadvisors #monarchtransitions #newrestaurant #lakesidehomeprofessionals #lizannjohnsonelderlaw #pugetsoundestatelaw

 📣 Join Us for an In-Person Talk on Probate at the Point Defiance Ruston Senior Center!

Curious about what actually happens after someone passes away? Want to better understand how probate works in Washington State? We’ve got you covered.

🗓 When: Tuesday, May 27, 2025
🕚 Time: 11:00 AM
📍 Where: Point Defiance Ruston Senior Center
4716 N Baltimore St, Tacoma, WA 98407

Attorneys from Puget Sound Estate Law, PLLC will be hosting a free, in-person session all about Probate—what it is, when it’s needed, how it works, and ways to make the process smoother for your loved ones.

We’ll cover:
✅ What probate is (and what it isn’t)
✅ Common myths and misunderstandings
✅ Tips for avoiding unnecessary delays and costs
✅ When a probate is required—and when it might not be

Whether you’re planning ahead or dealing with a recent loss, this talk is a great chance to get reliable information and ask questions in a friendly setting.

👥 Open to all—no RSVP required. See you there!

https://www.franketobeyjones.com/wp-content/uploads/2025/04/5-May-2025-Gathering-Points-1.pdf