Sign Up for a Free Estate Planning Seminar Today!

ESTATE PLANNING ESSENTIALS

September 24th     2:00 PM - 3:00 PM

Koelbel Library

We know that creating an estate plan is one of the most important steps you can take to protect yourself and the people you love. We also know that it's easy to forget the details of your plan over time or wonder whether it still reflects your current wishes.

During this informative presentation, attorneys Daniel McKenzie and Dennis Newman will revisit the key components of a comprehensive estate plan, discuss common questions we hear from clients, and explain how wills, trusts, powers of attorney, and other planning tools work together to protect you and your family. Whether your plan was completed recently or several years ago, this is a great opportunity to refresh your understanding and hear about important considerations that may affect your planning over time. 

Frequently asked questions

• Is this actually free? What's the catch?
  Yes, it's completely free, and there's no catch. This is an educational seminar, not a sales pitch. You're welcome to attend, learn, and leave without any obligation to work with our firm.

• I already have a will or trust. Is this seminar still useful for me?
  Definitely. Most of our attendees already have some kind of estate plan in place. Laws change, families change, and plans that were right a few years ago often need a second look. This seminar is designed as much as a refresher as an introduction.

• I've never created an estate plan. Will I be lost?
  Not at all. We start with the basics and build from there. No legal background or prior planning experience is expected — we explain everything in plain English, not legal jargon.

• Will I be pressured to sign up for services?
  No. Our attorneys will share information and answer general questions, but there's no sales pitch built into the seminar. If you'd like help after the fact, that's always available, but it's entirely up to you.

• Can I bring a guest?
  Yes! Guests are always welcome — a spouse, family member, or friend who could benefit from the information is welcome to join you.

• What should I bring?
  Just yourself and any questions you have. There's no paperwork or documents required to attend.

• How long does the seminar run?
  Most seminars run about an hour, with time set aside at the end for general questions.

• Will food be provided?
  Yes, we provide light refreshments at our in-person seminars.

• What if I can't make it to this date?
  We host these seminars regularly. Go to our seminar registration page and choose "Notify me about future seminars" in response to the question about which seminar you are registering for.

• How do I reserve my seat?
  Registration is quick — just click the registration link below or call our office, and we'll save your spot. Seats are limited, so we recommend registering in advance.
  

This Seminar Is for You If...

• Your will or trust is more than a few years old
• You've had a major life change since your plan was created — marriage, divorce, retirement, a new grandchild, a move
• You've never created an estate plan and aren't sure where to start
• You want plain-English answers, not legal jargon
• You want to protect your family from unnecessary court involvement, delays, or conflict
• You're not sure your current plan still reflects your wishes

Know someone who hasn't created an estate plan yet? 

This seminar is a wonderful opportunity to invite family members or friends who have been putting off estate planning or simply don't know where to begin. They'll have the chance to learn directly from our attorneys in a relaxed, educational setting and can schedule an evaluation with our firm afterward if they decide they're ready to get started.

CLICK HERE TO REGISTER

fUNDAMENTALS OF ESTATE PLANNING: COMING IN OCTOBER

​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!

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!

Stay Tuned for Upcoming Dates

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

Join our attorneys, 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.