Events

ESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE

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Location: 660 W El Camino Real, Sunnyvale, CA 94087. Get Directions.

What You’ll Learn:

✅ 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

Why Attend?

  • 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.

Who Should Attend?

  • 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.

Ask Yourself:

  • 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!

What You’ll Walk Away With:

  • 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 2025 the year you take charge of your estate plan.

CLIENT TESTIMONIALS

Mr. Keyes and his staff are kind, understanding, and patient with clients who speak English as a second language. That meant a great deal to me!! -- SE
"I have had the pleasure of working with the Keyes Law Group these past months. To date, Mr. Keyes has been a great asset to our family; helping to plan a trust and the appropriate tax strategies for us and the next generation. What has worked very well for my wife and I is the time Mr. Keyes has devoted to not only hearing our financial planning concerns, but to also take the necessary time to explain and offer options for us to consider. We have worked with tax attorneys and financial consultants over the years. For us, a successful relationship is one of the key factors that we strive for. Working with the Keyes Law Group has been a very good fit for us as we work to get our financial affairs in order." -- RY
"I can’t say enough great things about Keyes Law Group! They are thorough, caring, and extremely efficient! I send everyone I know to them for Estate Planning! They took such great care of my family and they have earned my business forever! Look no further than Keyes Law Group if you want a seamless process and to cover all bases for your estate! They aren’t just Estate Attorneys; they are family!" -SL
"The patience with helping us achieve our goal and the patience in breaking down the legalese into simple language that we could understand was very beneficial. We felt we were very well taken care of." -GR
"We truly appreciate your thoughts, ideas and time. I very much value your expertise and look forward to more dialogue about best ways to move forward, build healthier relationships with our children and their children and to pass on our values to the degree we are able." -R.Y.
"I was able to have a honest dialog with such an understanding, compassionate, and caring human being. Thank you." -Y.H.
"I've had the opportunity to work with Elijah for several years now. I started during a challenging situation with my mother and he was terrific. I'd say he's very responsive, reliable and exceptionally fair. Also very empathetic. It's refreshing to engage with him and feel that I'm being well taken care of and my needs are being met. His staff is also lovely and overall super accommodating." -I.S.
"It is very important to research and choose wisely when looking for an estate planning attorney. Did you know that the California State Bar Board of Legal Specialization has a unique recognition for attorneys who go beyond the regular requirements to practice Estate Planning? Elijah Keyes has this designation; Certified Estate Planning Specialist. He is extremely well versed with this specific area of law and is a strong advocate for his clients in estate planning, including establishing living trusts, wealth planning and family transfers, dynasty trusts, conservatorships, special needs trusts, elder law medi-cal benefits and planning, trust administration and probate. Thank you Elijah, for being a trusted resource for us and for our clients!" -M.H.
"Keyes Law Group helped our family through a very difficult time with estate planning. He's honest, transparent and genuinely cares about his clients. His own personal experiences have shaped his approach in working with people - especially older folks who might be more mistrusting. He can finesse difficult conversations with ease and for that, I'm forever grateful. 100% recommend!" -Y.V.