Vlog

Name: Google Review
Item: Keystone Law Firm
Rating: 5
Author: Charles Maxwell

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Why Your “Perfect” Asset Allocation Is Still Leaking Money to the IRS

VlogBy Alexis May 27, 2026

CROSS-STATE CAREGIVING: THE COMPLETE GUIDE Transferring an Out-of-State Adult Guardianship or Conservatorship to Arizona Access the official guide: Keystone_Law_Firm_Interstate_Guardianship_Transfer_Guide_v3 Relocating an aging parent, a disabled relative, or an adult child with special needs across state lines requires immense logistical planning. However, when you are the legal guardian or conservator, court orders do not automatically…

Why Your “Perfect” Asset Allocation Is Still Leaking Money to the IRS

VlogBy Alexis May 20, 2026

Protecting Your Arizona Business: Transitioning Without Chaos 00:00:00 Francisco Sirvent: Hello, hello. We are here to protect your business in Arizona. We actually work in the whole United States, but our focus is in Arizona. There are a lot of small businesses out there just hustling and making a difference. When they get to the…

Why Your “Perfect” Asset Allocation Is Still Leaking Money to the IRS

VlogBy Alexis May 11, 2026

00:00:00 Karmi Gutman: So, good afternoon everyone. It’s 11:55 for those who are here. Can anyone hear me and see the screen okay? Give me a thumbs up if you can hear me. I see one thumb. I see a hand raised; that’s a good sign. The presentation is scheduled for 12:00, so we’re going…

Trustee or Full-Time Job? Decoding the Workload

VlogBy Alexis April 24, 2026

Introduction and Opening Remarks 00:00:00 Francisco Sirvent: Hello, hello. Good afternoon, everybody. Welcome. Today, we are going to talk about the trustee job. My name is Francisco Sirvent, if we haven’t met before. I think I’ve met some of you before. I am the founder of Keystone Law Firm and Lifestyle Planning, where we help…

Legacy Lockdown: From First Steps to Retirement Funds

VlogBy Alexis April 13, 2026

00:00:00 Introduction Michelle Dexter: Hi there. Welcome to Keystone Law Firm’s “Legacy Lockdown: From First Steps to Retirement Funds.” My name is Michelle Dexter. I’m an attorney here at Keystone Law Firm. We like to do these webinars to give people information to help keep them up to date on their estate plans, keep them…

Do Capital Gains Disappear at Death?

VlogBy Alexis April 13, 2026

00:00:00 Francisco Sirvent: Good afternoon, everybody. We will get started in just one minute. Hang tight; you’re in the right spot. Well, hello everybody. I hope everyone’s doing well today. My name is Francisco Sirvent. I am the owner and an attorney at Keystone Law Firm, as well as a financial planning advisor with Lifestyle…

Inheritance Protection: Stop Funding the Addiction

VlogBy Alexis March 12, 2026

Introduction and the Challenge of “Harmful” Inheritances 00:00:00 Francisco Sirvent: Well, good afternoon everybody. Welcome to today’s webinar. I believe we’ve met a lot of us. My name is Francisco Sirvent, if we haven’t, and I am the owner of Keystone Law Firm and Lifestyle Planning here in Chandler, Arizona. Today is a really unique…

What Happens to Taxes When One Spouse Is Gone?

VlogBy Francisco Sirvent February 24, 2026

Introduction: Understanding the “Widow’s Tax” 00:00:00 Karmi Gutman: All right. Good afternoon, everyone. I just want to make sure everybody can hear me. Can everyone hear me okay? Thumbs up if you can. All right, excellent. Great stuff. Good afternoon, everyone. My name is Karmi Gutman. I am the financial planner at the Retirement Management…

Mom Has Dementia… Now What?

VlogBy Francisco Sirvent February 24, 2026

Introduction and Housekeeping 00:00:00 Francisco Sirvent: Good afternoon, everybody. We’ll get started here in just a minute. I’m trying to get a couple of the system settings set correctly, so give me just a couple more minutes and we’ll get going. Hang tight. Well, I think—I hope—I have the settings correct. There may be a…

How to talk to your kids about your estate plan?

VlogBy Francisco Sirvent February 11, 2026

Introduction and Firm Overview 00:00:00 Michelle Dexter: Good morning, everyone. My name is Michelle Dexter. I’m an estate planning attorney here with Keystone Law Firm. I handle most of our estate plans as well as some trust administration, probate, guardianship, and conservatorship matters. Thank you so much for joining us for this webinar. We are…