Introduction and Administrative Notes on Arizona Community Property Laws 00:07:42 Michelle Dexter: Well, good afternoon, everybody. Uh, my name is Michelle Dexter. I’m an attorney here with Keystone Law Firm, and I appreciate you all joining me this afternoon for our webinar on Arizona community property laws in the Grand Canyon State here in Arizona.…
DetailsIf you are nearing retirement with a substantial portfolio, a critical financial question arises: How Much of Your $3M Nest Egg Will the IRS Take? Between mandatory distributions, income tax brackets, and inheritance rules, hidden tax liabilities can erode your retirement savings if left unmanaged. 00:02:59 Francisco Sirvent: Being an attorney at the age of…
DetailsFrancisco Sirvent: Welcome, everybody. If you are here today, you probably spent your life trying to build a life you love to live. And it takes a lot of energy, focus, and discipline to do that. Today isn’t about building that life for yourself. It’s not about building that nest egg. It’s not about the…
DetailsIntroduction & Opening Remarks Michelle Dexter: Well, good morning everyone. I hope you guys are doing well today. Good to see you all. Thanks for joining me this morning. Um, we’ve got kind of an interesting topic here—something that we hear a lot from our clients about concerns about the sentimental things, um, jewelry, antiques,…
DetailsSelling Chandler Real Estate or an AZ Business? How a Deferred Sales Trust Beats the Tax Hit Selling an appreciated asset—whether it’s a portfolio of Chandler rental homes, a commercial property in the East Valley, or a closely held Arizona business—is a major milestone. However, when you realize the IRS and the State of Arizona…
DetailsIntroduction & Opening Remarks 00:09:22 Michelle Dexter: Hi everyone. Sorry about that! Just as I was getting ready to join, I lost my internet, so hopefully we don’t run into that as an ongoing issue. Looks like if I switch over to our Wi-Fi, I’m okay, so bear with me if you can. For those…
DetailsIntroduction & Webinar Overview Francisco Sirvent: Welcome, welcome everybody. If you are here and you’re in retirement or close to retirement, and you’re in the situation where you have about $1.5 million in rental properties and other liquid investments, and you are wondering what’s different about that specific situation when you’re planning your estate, I…
DetailsWelcome and Introduction Michelle Dexter: Well, good afternoon everyone. My name is Michelle Dexter. For those of you who don’t know me, I’m excited to see a few faces that I recognize and a few new names that I’m not as familiar with. So, thank you all for joining me this afternoon—I guess we’re now…
DetailsWelcome and Introduction 00:10:19 Francisco Sirvent: Well, hello everybody. Welcome to our next topic: protecting your parents from scams and “new friends” out there. This is kind of an ugly one. My name is Francisco Sirvent, founder and attorney at Keystone Law Firm. Before we dive into the topic, I do want to make sure…
DetailsWelcome and Introduction Michelle Dexter: Hi everyone, it’s Michelle Dexter with Keystone Law Firm. I hope you all are having a great afternoon, and I appreciate you for joining me here today. Hopefully, everybody can hear me okay. Um, I have muted a few of you who had your microphones still on so that everybody…
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