Video Transcript Below Introduction 00:13:33 Michelle Dexter: I’m so excited that you guys are joining us today. I want to apologize in advance — I lost my voice about ten days ago and it’s still coming back. I’m going to do my best to speak clearly and not cough too much. For those of…
DetailsVideo Transcript Below Introduction 00:00:00Francisco Sirvent: Well, good morning everybody. Good morning. I guess it’s afternoon. Are we there yet? From what I can tell, we are. Let me get my screen going so that we can do this correctly. Right. All right. Just a second. All righty. I think we are good. Yes,…
DetailsVideo Transcript Below Introduction 00:00:00 Francisco Sirvent: Okay, it works. The question is, do I want to… Well, good morning, everybody. Good morning. Welcome. My name is Francisco Sirvent, for those of you I haven’t met before, with Keystone Law Firm and Lifestyle Planning, and our joint program, the Retirement Management Office. Today, I’m…
DetailsVideo Transcript Below Introduction 00:00:00Francisco Sirvent: Welcome, welcome everybody. Sorry about that—system issues always giving us fun. Welcome. I’m really excited for today again. Back with my partner, Michelle Dexter, for a topic that everybody wants to avoid… except you guys. Congratulations—you are the winners of the real prize, because this is something that,…
Details14 Failures of LegalZoom You Need to Know! Listen to the radio show on this topic in the video above Or, here is the short version. When I first heard of LegalZoom, to be frank, I was a bit terrified that my profession was about to get wiped out. I mean, imagine, some multi-million…
DetailsVideo Transcript Below Introduction 00:00:00Francisco Sirvent:Well, good afternoon, everybody. For those of you who know me, you know I’m Francisco Sirvent with Keystone Law Firm. For those of you who don’t know me, welcome. I’m an estate and tax attorney here at Keystone Law Firm and also a financial adviser with Lifestyle Planning. We…
DetailsVideo Transcript Below Introduction 00:00:03 Francisco Sirvent:Well, good morning, everybody! Bright and early for one of the most interesting topics to do at 9:00 a.m. in the morning. Uh, thank you for joining. I’m Francisco Sirvent with Keystone Law Firm. And today you’re going to get to hear from one of my favorite people,…
Details Video Transcript Below Introduction 00:00:00 Francisco Sirvent: Well, good afternoon, everybody. We’ll get started in just a minute. Looks like we’ve got lots of people joining. That’s awesome. You guys are welcome to keep your videos on and I’ll say hello. I have no problem if you want to turn the video off…
DetailsMost people—when they die—want to pass on their wealth to their family. Maybe a favorite child. Maybe evenly to all the kids. Maybe some to the grandkids. Some of it might go to a church, a university, or that one nephew they felt sorry for. Not Wellington R. Burt. He died in 1919 with a…
DetailsBuilding a solid foundation for 2025 is key to shielding your family’s financial future and ensuring lasting peace of mind. A Chandler estate planning attorney ensures your wishes are clearly defined and legally binding. With shifting tax policies and new financial considerations, acting early is vital to avoid potential complications. Here, you will learn practical…
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