Events
Live Webinars
Future-Proof Your Family: Estate Planning Essentials
- Lo que aprenderá
- ¿Por qué asistir?
- ¿Quién debería asistir?
- Pregúntese
- Lo que se llevará de este seminario:
- Los documentos clave en un plan patrimonial (Testamentos, Fideicomisos, Poderes Legales)
- Cómo evitar la sucesión (probate) y reducir impuestos patrimoniales
- Estrategias para proteger sus bienes para futuras generaciones
- Errores comunes en la planificación patrimonial y cómo evitarlos
- La importancia de las directivas médicas y la tutela legal de su familia
- La planificación patrimonial no es solo para los más ricos, es para cualquier persona que quiera asegurar su futuro y el bienestar de su familia.
- Entienda lo esencial de la planificación patrimonial de manera clara y sencilla.
- Aprenda cómo proteger sus bienes y evitar errores legales costosos.
- Descubra las mejores maneras de cuidar a su cónyuge, hijos y herederos.
- Mantenga el control sobre sus decisiones médicas y patrimoniales.
- Resuelva sus dudas con expertos en planificación patrimonial.
- Personas que desean proteger a sus seres queridos y su patrimonio.
- Familias, jubilados o quienes no estén seguros de si su plan actual es suficiente.
- Cualquiera que busque reducir impuestos, evitar la sucesión legal o prevenir disputas familiares.
- ¿Tiene un testamento?
- Si el valor de su patrimonio (incluyendo su casa) supera los $184,000, ¿tiene un fideicomiso?
- ¿Ha designado legalmente quién cuidaría de sus hijos en caso de que le suceda algo?
- ¿Su testamento o fideicomiso incluyen disposiciones para impuestos patrimoniales?
- ¿Tiene una Directiva Médica con los nombres y contactos de sus representantes?
Si respondió “No” a alguna de estas preguntas, este seminario es para usted.
- Claridad y confianza sobre la planificación patrimonial—explicada de forma sencilla.
- Estrategias efectivas para proteger a su familia, reducir costos y preservar su legado.
- Consejos prácticos para que 2026 sea el año en que tome el control de su plan patrimonial.
PREGUNTAS FRECUENTES (Q&A)
- ¿Quién debería asistir a este seminario?
- ¿Este seminario es gratuito?
- ¿Habrá una sesión de preguntas y respuestas?
- ¿Debo llevar algo?
- ¿Puedo llevar a un amigo o familiar?
Cualquier persona interesada en proteger su patrimonio, evitar la sucesión legal y asegurar el bienestar de sus seres queridos. No importa si ya tiene un plan patrimonial o no, este seminario le brindará información valiosa para garantizar su futuro.
¡Sí! Es un evento educativo completamente gratuito para ayudar a individuos y familias a comprender lo esencial de la planificación patrimonial.
¡Por supuesto! Nuestro experto responderá preguntas generales al final del seminario. (Para asesoría legal personalizada, se recomienda una consulta privada.)
No necesita preparación previa. Solo traiga sus dudas y ganas de aprender.
¡Sí! La planificación patrimonial nos afecta a todos, así que le animamos a traer a su pareja, familiares o seres queridos.
Future-Proof Your Family: Estate Planning Essentials
- The key documents in an estate plan (Wills, Trusts, Powers of Attorney)
- How to avoid probate and minimize estate taxes
- Strategies to protect your assets for future generations
- Common estate planning mistakes—and how to avoid them
- The importance of healthcare directives and guardianship for your family
- Real-life scenarios illustrating costly mistakes and how to prevent them
- Estate planning isn’t just for the wealthy—it’s for anyone who wants to secure their future and their family’s well-being.
- Understand the basics of estate planning in a clear, approachable way
- Gain a clear, approachable understanding of estate planning basics.
- Learn how to protect your assets and avoid costly legal mistakes.
- Discover the best ways to provide for your spouse, children, and heirs.
- Understand how estate planning helps you stay in control of healthcare decisions.
- Get your questions answered by experienced estate planning professionals.
- Individuals looking to protect their loved ones and assets.
- Families, retirees, or those unsure if their current plans are sufficient.
- Anyone seeking to reduce taxes, avoid probate, or prevent family disputes.
- Do you have a Will?
- If your estate (including your home) is worth more than $184,000, do you have a Trust?
- Have you legally designated who would care for your children if something happens to you?
- Does your Trust or Will include provisions for estate taxes?
- Do you have an Advance Health Care Directive with the names and contact details of your chosen decision-makers?
If you answered “No” to any of these questions, this seminar is for you!
- Clarity and confidence about estate planning essentials—explained in simple terms.
- Proven strategies to protect your family, reduce costs, and preserve your legacy.
- Actionable insights to make 2026 the year you take charge of your estate plan.
Q&A SECTION
- Who should attend this seminar?
- Is this seminar free?
- Will there be a chance to ask questions?
- Do I need to bring anything?
- Can I bring a friend or family member?
Anyone who wants to learn how to protect their assets, avoid probate, and ensure their loved ones are taken care of. Whether you have an estate plan or none at all, this seminar will provide valuable insights to help you secure your future.
Yes! This is a completely free educational event designed to help individuals and families understand estate planning essentials.
Absolutely! Our expert speaker will hold a Q&A session at the end, where you can ask general estate planning questions. (For personal legal advice, a private consultation is recommended.)
No preparation is needed! Just bring yourself, your questions, and a willingness to learn.
Yes! Estate planning affects everyone, so we encourage you to bring your spouse, partner, or family members.
4th Annual Trustee Training
- Being a trustee can feel overwhelming, especially during an already emotional time. This training is designed to simplify the process and give you the clarity you need.
- At this event, you’ll learn:
- – What your legal duties as a trustee actually are
- – The step-by-step trust administration process
- – Common mistakes trustees make (and how to avoid them)
- – How to protect yourself from personal liability
- – How to communicate clearly with beneficiaries
- We’ll explain everything in plain English, no confusing legal jargon.
Clients who are currently serving as trustees
Successor trustees named in a trust
Spouses or family members involved in estate planning
Anyone who wants to better understand how a trust works after someone passes
We strongly encourage you to bring family members who may be involved. When everyone hears the same information together, it prevents misunderstandings and builds confidence moving forward.
- This isn’t a generic seminar. It’s a focused training created specifically for Keyes Law Group clients. You’ll receive practical guidance, real-world examples, and the opportunity to ask questions in a supportive environment.
- Our goal is simple:
- To make sure you never feel alone or unprepared in your role as trustee.
Reserve Your Spot
Seats are limited to keep the training interactive and personalized.
📩 RSVP by emailing: newsletter@keyeslawgroup.com
📞 Or call our office: (408) 766-7668
Or click below to secure your seat:
We look forward to seeing you and helping you feel confident in your responsibilities as a trustee.
KLG 3rd ANNUAL SHRED DAY
- You can bring up to 7 banker-sized boxes (12″x12″x20″) of sensitive documents including:
- Old tax returns
- Bank statements
- Pay stubs
- Medical records
- Cancelled/voided checks
- Old paperwork
No need to remove staples, paper clips, or rubber bands!
- Protect Your Identity – Safely destroy documents containing personal and financial information
- Declutter Responsibly – Clear out old paperwork without risking data theft
- Support a Great Cause – Every dollar donated supports Alzheimer’s research, care, and advocacy
- Suggested donation: $10 per box
- (Donations are appreciated but not required to participate.)
Your documents will be shredded on-site, and you are welcome to watch the entire process as it happens — ensuring your information is destroyed securely and immediately.