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…
Introduction and Audio Check 00:00:00 Karmi Gutman: Just before we get into today’s presentation, I just want to make sure everyone can hear me. If you can hear me, give me a thumbs up or type into the chat box. I see one thumbs up. That is a good sign. Let’s see another. Excellent. Great.…
00:00:00 Michelle Dexter: Well, good afternoon everyone. I hope that you can all hear me okay, and I’m so thankful that you are giving us some of your time this afternoon. My name is Michelle Dexter. I am an attorney here with Keystone Law Firm. We practice estate planning, trust administration, probate, guardianships, and conservatorships.…
Introduction and Housekeeping 00:00:00 Francisco Sirvent: Hello, hello! Welcome, welcome everybody. We are here for end-of-year tax tips. My name is Francisco Sirvent. I know a lot of you attending, but I don’t know everybody—so welcome! As I said, my name is Francisco Sirvent; I’m the founder and one of the attorneys here at Keystone…