Upcoming Events!
While some events are reserved only for clients, we offer many free public events. We share upcoming events here.
WEBINAR: Intro to Wills & Trusts
August 19th 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
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Wills vs. Trusts: Which one do you actually need?
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Avoid Probate: Keep your loved ones out of court.
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Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »
WEBINAR: I own a home up north and a place in Arizona. Do I need two trusts?
September 1st 12:00 PM (Noon)
Secure your family’s future and gain peace of mind.
Join attorney Francisco Sirvent for a concise, plain-English breakdown of how to structure your estate plan when owning property across multiple states.
Key Takeaways:
Multi-State Wealth & Protection: Discover which estate planning and trust strategies you actually need when balancing a home up north and a place in Arizona.
Tax & Probate Efficiency: Learn how to avoid the trap of “double probate,” safeguarding your out-of-state real estate so it passes to the next generation without disruption or unnecessary taxes.
Strategic Succession: Keep your multi-state property structures secure, ensuring a seamless, unified transition for your heirs.
Register »
WEBINAR: The ``Sentimental Stuff`` Plan: Ending the Fight Over Jewelry & Antiques
September 9th 9:00 AM (Noon)
Struggling with how to divide your personal heirlooms without causing a family feud? Join our upcoming webinar, The “Sentimental Stuff” Plan: Ending the Fight Over Jewelry & Antiques, where we break down practical strategies to distribute your cherished personal property fairly. Discover how to create a clear, stress-free plan that ensures your most meaningful belongings preserve family harmony rather than creating conflict.
Register »
WEBINAR: Intro to Wills & Trusts
September 23rd 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
-
Wills vs. Trusts: Which one do you actually need?
-
Avoid Probate: Keep your loved ones out of court.
-
Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »
WEBINAR: We Have $3M+ to Retire: How Much of it is Actually Going to the IRS (and How to Fix It)
October 7th 12:00 PM (Noon)
The 4 Tax Traps: How income, capital gains, gift, and estate taxes quietly consume estates worth $3M+. High-Risk Assets: The hidden tax liabilities lurking inside $1M+ IRAs and low-basis real estate. The Real Numbers: Step-by-step sample calculations showing the exact impact on your legacy.
Register »
WEBINAR: Community Property in the Grand Canyon State
October 14th 12:00 PM (Noon)
Arizona’s community property laws give married couples a massive tax advantage—if your assets are titled correctly. Join Attorney Michelle Dexter to learn how proper estate planning can slash capital gains taxes to $0 and protect your family wealth.
Register »Missed an Event? Catch Up Anytime!
Couldn’t make it to one of our events? No worries, we’ve got you covered! 🎥
Visit our YouTube Channel to watch recordings of past events, insights, and discussions from the Keystone Law Firm team.