Video 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…
DetailsWhat are the steps of creating a will? What’s the process? We almost never recommend you prepare just a will. I’m always recommending you prepare a living trust on top of it because it’s no more complicated. In Arizona, it helps you avoid the probate system. But if you just have a will and you’re…
DetailsWhat are the pitfalls of creating a living trust? We create hundreds of living trusts, and we create very few last wills and testaments by themselves. It’s almost always a part of a living trust. When you do a living trust, most very rarely do just a will. What are the downfalls? Nothing has all…
DetailsWhat are the basic types of wills? There are really only maybe two or three different types. There’s the standard typed-out will that says, “Last Will and Testament of so-and-so. I revoke all prior wills that I’ve made.” Typed out, and then you sign it to witnesses, and you should add a self-proving affidavit. That’s…
DetailsWhat are the common questions you should ask when you’re preparing a will? Also, what are some of the common questions that I get asked when people are preparing their will? You want to know the answer to both of all of these. If you’re preparing your will, you want to ask questions like, how…
Details Is a trust better than a will in Arizona? It depends on what you want to set up your estate to do. Arizona has a very aggressive probate system. What I mean by that is the system itself – The courthouse, the court-acquainted attorneys, the Guardians Ad Litem, and all of the professionals that…
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