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Estate Planning Webinars

Fundamentals of Estate Planning

May 1st       4:00 pM - 5:00 PM

May 17th       10:30 AM - 11:30 aM

fUNDAMENTALS OF ESTATE PLANNING

​Despite what many free and cheap planning services would have you believe, estate planning is not something you should do quickly and without thorough consideration and advice. Your decisions will have significant ramifications for you and your loved ones for decades to come, even after you are gone. Making the right choices is essential.

Through this webinar, you will receive essential information about the probate process, Wills and Trusts as mechanisms for protecting your assets for your heirs, and which incapacity documents will ensure you are cared for according to your wishes.

Our lawyers establish the proper foundation for you to begin the estate planning process through our free seminars. Founding attorney Dan McKenzie has been regularly speaking about the importance of estate planning for over a decade, putting our attendees in a better position to create an estate plan than most other consumers. And we offer this educational opportunity before you ever commit to being our client!

EXPLOITING THE BIGGEST LOOPHOLE IN THE TAX CODE

​Unlock the Secrets of Real Estate Deeds: Protect Your Home and Save Your Heirs Thousands in Taxes!

Have you ever wondered how to pass on your most valuable asset - your home - to your loved ones? You’re not alone. As experienced estate planning attorneys, we’ve seen countless cases where well-intentioned homeowners have inadvertently caused significant problems by transferring real estate to family members in less-than-ideal ways and doing it with mistake-riddled deeds they drafted.

Join us for an enlightening seminar led by our lead attorney, Dan McKenzie. He will shed light on the complex world of real estate deeds, helping you understand when a quitclaim deed is appropriate and why a beneficiary deed might be a better option.

But that’s not all! We’ll delve into the nuances of all deeds, explaining their differences and uses. Plus, we’ll reveal how the biggest loophole in the tax code, the step up in capital gains basis, can benefit those who inherit assets, potentially saving your heirs thousands of dollars in taxes.

Don’t let a poorly drafted deed diminish your home’s emotional and financial value. Learn how to avoid common pitfalls and protect your most valuable asset.

Remember, knowledge is power. Empower yourself and secure your family’s future. Sign up today and take the first step towards more thoughtful estate planning!

Extra Benefits For Guests Who Attend One Of Our Webinars

Even though this is a webinar and doesn't have the space and seating constraints of a live event, we are limiting the number of participants so that each participant can ask questions in breakout sessions.

We offer monthly and seasonal seminars on various estate planning topics. It doesn’t matter if you already have an estate plan or are just starting. We address issues like:

• Why a Living Trust is superior to a simple will
• How you can afford long-term nursing home care without draining your assets
• How to properly administer a trust when the maker becomes incapacitated or dies
• The ever-changing income and estate tax laws in Colorado and at the federal level
• How to protect your inheritance from divorce, lawsuits, and creditors

To register for one of our informative seminars or webinars, submit the following Interest Form or call us at 303-578-2745

Sign Up for a Free Probate Webinar Today!

Probate Webinars

may 31st     10:00 AM - 11:00 AM

​WHAT YOU DON'T KNOW CAN HURT YOU: 
The Hidden Dangers of Administering an Estate

Join our lead attorney Dan McKenzie for a webinar that guides you through the critical steps to take when a loved one dies and the pitfalls that professionals know how to avoid. Designed to: 

* provide essential information to the family members of our current and future clients;

* forestall family conflict

* educate participants on the essentials of fiduciary duty

* outline responsibilities and rights for each stage of the process

* temper expectations with a reasonable timeline for distribution of funds, and when NOT to distribute!

* provide practical instruction on both probate and trust administration

Do You Know What to Do When A Loved One Dies?
Learn how to administer an estate like a pro and avoid the hidden dangers that could cost the estate money and put you at risk for malfeasance or complaints from beneficiaries. 

To register for one of our informative seminars or webinars, submit the following Interest Form or call us at 303-578-2745

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RELAXED RETIREMENT: ESTATE PLANNING AND SOCIAL SECURITY INCOME

Learn How to Maximize Retirement Income and Protect Your Assets for the Next Generation

Join attorney Dan McKenzie of the McKenzie Law Firm and LaVelle Knight of Front Range Financial for a FREE seminar and discover how to protect your assets, wishes best, and the people you love…no matter what happens.

Designed specifically for adults at a stage in life where complex decisions could have a profound impact, this enlightening seminar can provide insightful information on avoiding some prevalent mistakes people make in electing social security benefits. If you have never created an estate plan or haven't updated your plan since your kids needed guardians, your entry into retirement is a great time to review your instructions.

This seminar will address:

• Recent legislative changes to Social Security benefits
• Why the SSA is prohibited from giving you any advice on filing your claim
• Strategies to help maximize Social Security payments
• Certain types of earnings and pensions and how they could affect your benefits
• How to help reduce or potentially eliminate taxes on your Social Security benefits
• The advantages and disadvantages of wills and living trusts
• How to protect your children’s inheritance from ex-spouses, lawsuits, and other creditors
• How to protect your heirs from themselves and ensure your gift helps, not hinders, your heirs
• Simple steps to keep the courts out of your private healthcare and financial decisions, and how to make sure someone you trust can legally speak for you in the event of disability or incapacity
• How you can provide a lifetime of care to a special needs child or grandchild
• How you can afford long-term nursing home care without draining your assets
• How to properly administer a trust when the maker becomes incapacitated or dies

LaVelle Knight brings a wealth of knowledge and life experiences to his role as a financial advisor. His career began as an electrical engineer, transitioning into a math professor and then businessman. He has a Masters in Public Administration and is certified as an AAMS (Accredited Asset Management Specialist,) which makes him qualified to assist with investments, taxes, and insurance strategies. LaVelle is a Registered Social Security Analyst member, the premier industry expert in Security planning. He has participated in the grassroots organization National Committee to Preserve Social Security and Medicare for over 15 years.

Dan McKenzie is a graduate of Northwestern Law School and a bachelor's with honors in Sociology from the University of Michigan. He founded The McKenzie Law Firm, LLC in 2013, following ten years of work as a trial lawyer. He prides himself on carefully counseling clients, getting to know their needs, and giving them a plan that is customized to their particular situation. He has been named to Super Lawyers for over ten years and has a 9.9 attorney rating on Avvo.