Introduction & 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,…
Selling 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…
Introduction & 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…
Introduction & 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…
Welcome 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…
Welcome 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…
Welcome 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…
Francisco 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…
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…
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…