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…
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…
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…
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…
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…
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…
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…
00:00:00 Francisco Sirvent: Hello, hello everybody. Welcome, welcome. We’ll get started here in just a minute. I know we have a few more people who wanted to join. Just hang tight; we’ll get started shortly. Well, it’s officially afternoon. So, good afternoon everybody. Welcome to today’s webinar on charitable strategies that your CPA probably won’t…