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
October 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:
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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: Garnishment, Judgments, and Lawsuits: Protecting a $1M+ Nest Egg
November 4th 12:00 PM (Noon)
How sudden legal liabilities quietly threaten a $1M+ nest egg. High-Risk Assets: The hidden exposure lurking inside personal bank accounts, brokerage funds, and unhedged real estate. The Real Shield: Step-by-step asset protection strategies showing the exact mechanics to safeguard your lifetime savings.
Register »
WEBINAR:What happens when I sell my house that is in my trust? Anything different?
November 13th 12:00 PM (Noon)
Register »Is selling a house in a trust really that different? The Hidden Differences: What happens to your title, closing documents, and tax exposure the moment your trust-held home hits the market. Step-by-Step Clarity: The exact mechanics of closing the deal, accessing your proceeds, and keeping your estate plan seamless.
WEBINAR: When the ``Low-Fee`` Mutual Fund Still Costs You Hundreds of Thousands in Hidden Tax Drag
November 18th 12:00 PM (Noon)
The Real Cost of “Low-Fee” Mutual Funds
Think a low expense ratio means your investment is low-cost? Think again. Discover how capital gains distributions, turnover rates, and unexpected tax drag silently erode hundreds of thousands from your wealth—and learn the exact strategies to keep more of your investment returns.
WEBINAR: Intro to Wills & Trusts
November 20th 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: The Gift You Can't Take Back: Why an Irrevocable Trust Might Freeze Your Holiday Spirit
December 4th 12:00 PM (Noon)
Register »Is your irrevocable trust giving away more control than you bargained for? The Hidden Trap: The key differences between revocable and irrevocable trusts that many grantors don’t realize until it’s too late. The Unfreeze Playbook: Clear, actionable strategies to structure your wealth, preserve tax advantages, and protect your assets without losing peace of mind.
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.