00:02:59 Francisco Sirvent: Being an attorney at the age of 26 was a scary proposition, and I look back and wonder, how did I tell anybody anything? I knew nothing. But I took on simple things that I did know how to solve, and as time has gone on, I’ve been able to solve bigger…
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…
DetailsFrancisco Sirvent: Hello. Hello everybody. Welcome. My name is Francisco Sirvent, founder of Keystone Law Firm—attorney, advisor, author, speaker, all the things. Welcome. Today, we are going to hone in on a somewhat limited case study or specific situation. I hope to drive home some details for you all that don’t necessarily always come out…
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