Upcoming Events!
While some events are reserved only for clients, we offer many free public events. We share upcoming events here.
WEBINAR: We Have $3M+ to Retire: How Much of it is Actually Going to the IRS (and How to Fix It)
October 7th 12:00 PM (Noon)
The 4 Tax Traps: How income, capital gains, gift, and estate taxes quietly consume estates worth $3M+. High-Risk Assets: The hidden tax liabilities lurking inside $1M+ IRAs and low-basis real estate. The Real Numbers: Step-by-step sample calculations showing the exact impact on your legacy.
Register »
WEBINAR: Community Property in the Grand Canyon State
October 14th 12:00 PM (Noon)
Arizona’s community property laws give married couples a massive tax advantage—if your assets are titled correctly. Join Attorney Michelle Dexter to learn how proper estate planning can slash capital gains taxes to $0 and protect your family wealth.
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WEBINAR: Intro to Wills & Trusts
October 23rd 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
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Wills vs. Trusts: Which one do you actually need?
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Avoid Probate: Keep your loved ones out of court.
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Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »
WEBINAR: Garnishment, Judgments, and Lawsuits: Protecting a $1M+ Nest Egg
November 4th 12:00 PM (Noon)
How sudden legal liabilities quietly threaten a $1M+ nest egg. High-Risk Assets: The hidden exposure lurking inside personal bank accounts, brokerage funds, and unhedged real estate. The Real Shield: Step-by-step asset protection strategies showing the exact mechanics to safeguard your lifetime savings.
Register »
WEBINAR: Garnishment, Judgments, and Lawsuits: Protecting a $1M+ Nest Egg
November 13th 12:00 PM (Noon)
How sudden legal liabilities quietly threaten a $1M+ nest egg. High-Risk Assets: The hidden exposure lurking inside personal bank accounts, brokerage funds, and unhedged real estate. The Real Shield: Step-by-step asset protection strategies showing the exact mechanics to safeguard your lifetime savings.
Register »
WEBINAR: When the ``Low-Fee`` Mutual Fund Still Costs You Hundreds of Thousands in Hidden Tax Drag
November 18th 12:00 PM (Noon)
The Real Cost of “Low-Fee” Mutual Funds
Think a low expense ratio means your investment is low-cost? Think again. Discover how capital gains distributions, turnover rates, and unexpected tax drag silently erode hundreds of thousands from your wealth—and learn the exact strategies to keep more of your investment returns.
Missed an Event? Catch Up Anytime!
Couldn’t make it to one of our events? No worries, we’ve got you covered! 🎥
Visit our YouTube Channel to watch recordings of past events, insights, and discussions from the Keystone Law Firm team.