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Estate
Planning Library
Estate
Planning SeminarsFree Arizona Estate Planning 101 Education Classes - Wills & Trusts Explained
Estate planning is a subject that is complex. It can be overwhelming, which is why Arizona estate planning lawyer Richard Keyt gives free 1.5 hour educational classes each month. Rick's introduction to estate planning mini-course (EP 101) is called "Family Protection & Peace of Mind." Rick explains in English (not legalese) why everybody who has loved ones (regardless of the value of their estate) needs a good estate plan, especially people who have minor children or substantial assets. Learn about estate planning disasters of the rich and famous (including Anna Nicole Smith).
Rick gives his free estate planning class the first Tuesday night of every month from 7 - 8:30 pm at his office at 3001 East Camelback, Suite 130, Phoenix, Arizona 85016. Classes are limited to 12 people so there is ample time for everybody to ask questions.
Free Consultation & $500 Discount Offered All EP 101 Graduates
If you attend EP 101, you will be offered:
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Free Consultation: A free one hour no obligation consultation with Rick Keyt to discuss and design your estate plan. If you are married, both spouses must attend the consultation. |
| Discount Certificate: A certificate for a $500 discount off the total cost of your estate plan. |
To receive the free consultation, you must make an appointment with Rick within two weeks of the date you attend the class. To take advantage of the discount, you must purchase an estate plan at the time of your free consultation.
Future EP 101 Class Dates
Arizona estate planning lawyer Rick Keyt's EP 101 classes are held the first Tuesday of every month at 7 pm. Future classes will be held on:
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Class Date |
Start Time - End Time |
| September 7, 2010 | 7:00 pm - 8:30 pm |
| October 5, 2010 | 7:00 pm - 8:30 pm |
| November 2, 2010 | 7:00 pm - 8:30 pm |
| December 7, 2010 | 7:00 pm - 8:30 pm |
EP 101 Informational Flyer
Download the EP 101 flyer for more information about our up coming free estate introduction to estate planning mini-courses.
Reserve Your Seats Now for an EP 101 Class
If you would like to attend Richard Keyt's free EP 101 class, call Rick's legal assistant Milena at 602-906-4953, ext. 2 or send her an email message at mac@keytlaw.com and indicate the desire class date and your contact information.
Location
EP 101 classes are held at Richard Keyt's office at 3001 East Camelback, Suite 130, Phoenix, Arizona 85016. It's an easy access one story office building on the southeast corner of 30th Street and Camelback in central Phoenix.
We are in the same building as Desert Hills Bank, east of the bank on the farthest east part of the building. Look for the large Desert Hills Bank sign with the temperature in red letters in front of our office building on Camelback Road.
Park for free under the building in any reserved space.
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Get Driving Directions to Our Office |
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Topics Discussed During the Consultation
The purpose of the free consultation is to answer your questions about Wills, Trusts and estate planning and to design a custom drafted estate plan that will protect you and your family and loved ones. We will discuss the following topics:
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How the failure to plan for death can be a tragic disaster for your family and loved ones. |
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How a good trust-based estate plan protects your family and loved ones. |
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Revocable Living Trust: What is it and why is it the key to your estate plan and so important for your family and loved ones? |
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Personal Asset Trusttm: What is it and why your revocable living trust needs an individual a PAT for each of your beneficiaries. |
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Will: What is it and how does it relate to your trust? |
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Living Will: What is it and how this document avoids the Terry Shaivo problem when one family member wants to pull the plug on life support and another doesn't. |
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Financial Power of Attorney: What is it and how can this document save your family thousands of dollars and avoid going to court if you become incapacitated. |
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Healthcare Power of Attorney: What is it and how can this document save your family thousands of dollars and avoid going to court if you become incapacitated. |
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HIPAA Authorization: What it is and how it authorizes your healthcare providers to give information about your health and medical condition and treatment to your designated agent. |
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Mental Health Power of Attorney: What is it and how can this document save your family thousands of dollars and avoid going to court if your mental health is impaired. |
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DocuBank: What is it and why it is important to have emergency access to your healthcare directives, 24/7/365, online and via phone or fax. We purchase a one year membership for you when we prepare your trust. |
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Post Mortem Wishes: What is it and how can help your family if something happens to you. |
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IRA Inheritance Trusttm: What is it and how it can save your loved ones hundreds of thousands or even millions of dollars. This new type of trust was first authorized by the IRS in 2005. It's sole purpose is to receive distributions from IRA, 401(k) and other retirement accounts. The IRA Inheritance Trusttm allows funds held in these retirement accounts to be paid ("stretched out") to an individual trust created for each beneficiary of the retirement account over each beneficiary's life so that the assets can grow tax free while in the IRA or retirement account. The IRA Inheritance Trusttm can also provide asset protection on funds distributed from the account to the trust. |
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Fees: We discuss the fixed fees we charge, which are stated on our website on the Estate Plan Preparation Service page. Note: The fees shown on this page are before applying the discount we give to people who attend one of our estate planning seminars. We do not hide our fees. You know exactly how much your estate plan will cost before you agree to go forward. |
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Hiring Rick Keyt to Prepare Your Estate Plan: If you decide to purchase an estate plan at the end of your initial consultation, you may sign an engagement agreement that states exactly what Rick Keyt will do and exactly how much you will pay. Our policy for estate plans is to get one half of the cost of the estate plan at the time you sign the engagement agreement and the balance when you sign your estate planning documents. |
Complete Our Estate Plan Questionnaire for Your Consultation
Before you come to our office for your free consultation, you must complete the appropriate online Estate Planning Questionnaire for a single person or a married couple. The Questionnaire will start you thinking about your estate plan and asks questions that you must answer before we can prepare your estate plan. You can complete the Questionnaire in 15 - 20 minutes. If you have questions about the Questionnaire, call Rick at 602-906-4953, ext. 3.
Free EP 101 Classes for Your Organization
Arizona estate planning attorney Richard Keyt is available to give a free slide show presentation on estate planning to your group of 10 or more people. Contact Richard Keyt at rickkeyt@keytlaw.com or 602-906-4953, ext. 3 if you would like Rick to schedule a talk on estate planning for your group..
Arizona Estate Planning Attorney
Richard Keyt prepares wills, living trusts, estate plans and other related estate documents for Arizona residents. Rick, a former partner in one of the largest law firms in Arizona, has practiced law in Arizona since 1980. Rick's email address is rickkeyt@keytlaw.com. His direct phone number is 602-906-4953, ext. 3. Rick's web site is KEYTLaw.com, located at www.keytlaw.com.
Free Wills & Trust Class
Attend a free 1.5 hour mini-course called EP 101 to learn about Arizona wills, trusts and estate planning and why you need a comprehensive estate plan to protect your family. EP 101 graduates can save $500 off the cost of an estate plan. Classes limited to 12 people are held the 1st Tuesday of every month at 7 pm in the KEYTLaw offices in central Phoenix. See EP 101 and the flyer for more information.
Our EP Questionnaire
To hire Arizona estate planning attorney Richard Keyt to assist you in designing your estate plan and to prepare your estate plan documents, complete the appropriate online Estate Planning Questionnaire for a single person or a married couple and email, fax or mail it to Rick.
How to Make an Appointment
To make an appointment for an initial consultation to answer your questions and design your custom estate plan, call Rick at 602-906-4953, ext. 3 or Rick's secretary Milena at 602-906-4953, ext. 2.
This page was last modified on August 27, 2010.
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