The Keys To Your Legacy with Elijah Keyes, Episode 18

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with commercial real estate agent, Carol Ann Flint.

Tune in to the episode to hear about:

* Carol Ann’s transition from New York to California

* The differences between commercial and residential real estate

* The intricacies of commercial real estate investments, emphasizing the importance of financial metrics and the non-emotional nature of these transactions

* The current challenges in the commercial real estate market, particularly the impact of fluctuating interest rates on property values and refinancing complexities

* Succession planning in real estate, highlighting family dynamics, property management issues, and the necessity of proper planning to avoid conflicts and mismanagement

* The enduring value of real estate as a tool for wealth creation with practical advice on investment strategies and asset management

Learn more about Carol Ann Flint:

* Connect with Carol Ann on LinkedIn: https://www.linkedin.com/in/carol-ann-flint

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://youtube.com/playlist?list=PLCH7PT_y9xqQjBPpK-l6uIEHRPGg1qgPb&si=LZCB9espZnw44yDG

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keyeslawgrouppc

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 17

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Maria G. Guardado, owner of Veridian Mortgage. Maria is a mortgage leader for over 20 years, who has the engineering background to build the right mortgage for your financial goals.

Tune in to the episode to hear about:

* Maria’s transition from being a mechanical engineer to a mortgage broker, her family dynamics, and the importance of creating a supportive client experience

* The intricacies of managing a mortgage brokerage, including pre-qualifying clients and working with various lenders to find suitable mortgage options

* Cultural values, work-life balance, and the significance of resilience and suffering in personal growth

* The importance of having a will and trust for effective estate planning

Learn more about Maria G. Guardado:

* Visit Veridian Mortgage’s website: http://www.veridianmortgage.com

* Connect with Maria on LinkedIn: https://www.linkedin.com/in/mariagguardado

* Visit Veridian Mortgage’s YouTube: https://www.youtube.com/@veridianmortgage

* Follow Maria on Instagram: https://www.instagram.com/marialovesloans

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com/

* YouTube: https://youtube.com/playlist?list=PLCH7PT_y9xqQjBPpK-l6uIEHRPGg1qgPb&si=LZCB9espZnw44yDG

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keyeslawgrouppc

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 16

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Bill Gross, a real estate professional specializing in probate and host of The Probate Weekly.

Tune in to the episode to hear about:

* Bill’s journey into the niche market of probate real estate, having realized the challenges that arise from generational wealth transfer, particularly in real estate

* The importance of having a proper estate plan to avoid the pitfalls of probate

* The necessity of specialization in both legal and real estate professions to avoid costly mistakes and expedite the process

* Misleading portrayals of legal professionals in media, which can lead to clients believing any attorney can handle their estate or probate needs, which is often not the case

* The need for individuals to engage in proactive estate planning, which not only avoids probate but also protects familial relationships

* The importance of setting clear expectations and maintaining open lines of communication in real estate transactions

Learn more about Bill Gross:

* Connect with Bill on LinkedIn: https://www.linkedin.com/in/billgrossprobate

* Visit Bill’s YouTube Channel: https://www.youtube.com/@BillGrossProbate

* Visit Bill’s website: http://www.BillGrossProbate.com

* Join Bill’s Facebook group, a community of real estate agents, attorneys, investors, and wholesalers building their mutual and inter-locked probate real estate business: https://www.facebook.com/groups/230687945401087

* Register for Bill’s FREE weekly Zoom call: http://www.ProbateWeekly.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 15

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Karyn Stiles, a professional fiduciary. Karyn re-joined Lassahn Fiduciary Services in 2019 after her pursuit for her CPA License at a public accounting firm in Mountain View, CA. She specializes in tax administration and planning for trusts & estates, individuals and businesses as well as preparation of court and forensic accountings.

Tune in to the episode to hear about:

* The importance of managing trusts and estates for clients who cannot manage their own affairs

* The complexities of family dynamics in estate management, including the complications that arise from naming multiple trustees and dealing with family conflicts

* The significant responsibilities and emotional aspects of being a fiduciary, such as addressing elder abuse, financial scams, and ensuring the client's dignity and safety

* Karyn’s motivation driven by her close relationship with her grandparents and her desire to support clients through difficult transitions

Learn more about Karyn Stiles:

* View Karyn’s profile on Lassahn’s Fiduciary Services’ website: https://lassahnfiduciary.com/aboutus.html

* Email Karyn: [email protected]

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 14

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Teemaree, Personal Development Author and Life, Health, and Spiritual Coach.

Tune in to the episode to hear about:

* The role and value of life coaching and how it can aid in personal and professional growth

* The importance of having multiple coaches for different aspects of life and business to achieve success more efficiently and effectively

* The significance of planning for future challenges, exploring how preparing for hard times can provide peace of mind and stability

* The importance of relationships and personal experiences, noting that meaningful connections and emotional growth are key drivers of long-term happiness and fulfillment

Learn more about Teemaree:

* Visit Teemaree’s website: https://teemaree.com

* Connect with Teemaree on LinkedIn: https://www.linkedin.com/in/teemaree

* Follow Teemaree on LinkedIn: https://www.linkedin.com/company/teemaree

* Subscribe to Teemaree’s YouTube channel: https://www.youtube.com/teemareetv

* Follow Teemaree on Instagram: https://www.instagram.com/iamteemaree

* Follow Teemaree on Facebook: https://www.facebook.com/iamteemaree

* Listen to Teemaree’s podcast, Your Best Podcast, on Apple: https://podcasts.apple.com/us/podcast/your-best-podcast/id1754674000

* Listen to Teemaree’s podcast, Your Best Podcast, on Spotify: https://open.spotify.com/show/3QbHpRJCjSpCM72Xq4QYkk

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 13

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with The Probate PI, Michael Zwick. Michael is CEO & Investigator-in-Chief at Assets International LLC, an assets location company, licensed and fully bonded Private Investigation agency.

Tune in to the episode to hear about:

* Michael’s journey from being an attorney to specializing in locating missing heirs and assets in probate cases

* The importance of giving notice to heirs and beneficiaries, especially in cases where there is no will, to ensure they can claim their inheritance rights

* The complexities of family relations and heirship, using terms like consanguinity to explain relationships between distant relatives

* Lessons Michael learned about resilience from his father, a CPA, and his family’s move from Detroit to Florida during the COVID-19 pandemic

Learn more about Michael Zwick:

* Visit Assets International LLC’s website: https://assetsinternational.com

* Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelzwick

* Email: [email protected]

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 12

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Hong Yoo, Director at Redwood Valuation Partners. Hong specializes in business valuations for a wide range of purposes, including tax planning, estate planning, and strategic business decisions. With deep expertise in understanding the true value of businesses and assets, Hong sheds light on how valuations are a critical part of protecting and transferring wealth.

Tune in to the episode to hear about:

* How business valuations impact tax and estate planning

* The importance of discounts in determining the true value of a business

* Key differences between fair market valuations and business broker appraisals

* Why understanding operating agreements and control issues is crucial to business structure and succession planning

Learn more about Hong Yoo:

* Connect with Hong on LinkedIn: https://www.linkedin.com/in/ilhongyoo

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 11

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Ron Ricard, 1031 Exchange Specialist from IPX1031, the largest qualified intermediary company in the United States. Ron brings over 25,000 successful exchanges worth of experience to the table, offering valuable insights into how real estate investors can maximize their returns.

Tune in to the episode to hear about:

* What a 1031 exchange is and why it’s a game-changer for real estate investors

* How depreciation impacts your tax liability and how to defer it

* The role of 1031 exchanges in estate planning

* Why planning ahead is crucial for maximizing benefits from 1031 exchanges

Learn more about Ron Ricard:

* Connect with Ron on LinkedIn: https://www.linkedin.com/in/ronricard1031

* Follow IPX1031 on LinkedIn: https://www.linkedin.com/company/investment-property-exchange-services-inc-ipx1031-

* Visit IPX1031’s Website: http://www.ipx1031.com/ricard

* Email: [email protected]

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 10

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Matthew Kaing, founder and Managing Director of eSudo Technology Solutions in Silicon Valley. With 30 years of IT and cybersecurity experience, he specializes in helping law firms and small businesses. Matthew is also a co-author of the bestselling book "Managing Your Business Risk in the Cybersecurity Minefield.”

Tune in to the episode to hear about:

* Immigrant Experience and Survival: Matthew Kaing talks about how surviving the Khmer Rouge influences his appreciation for basic needs and shapes his view of cybersecurity as essential.

* Cybersecurity as Digital Protection: Kaing emphasizes that cybersecurity protects digital assets, similar to physical security measures.

* Employee Training as Key to Cybersecurity: He stresses that properly trained employees are crucial to preventing cyberattacks.

* Real-Life Cybersecurity Threats: Kaing highlights incidents of phishing attacks, underscoring the need for tools like two-factor authentication (2FA).

* Specialization in Small and Medium-Sized Businesses: He discusses his focus on small to medium-sized businesses, noting their increased vulnerability to cyberattacks.

Learn more about Matthew Kaing:

* Connect with Matthew Kaing on LinkedIn: https://www.linkedin.com/in/mkaing

* Follow eSudo on LinkedIn: https://www.linkedin.com/in/esudo

* Visit eSudo’s YouTube Channel: https://www.youtube.com/@esudoIT

* Visit eSudo's official website: https://esudo.com

* Follow eSudo on Facebook: https://www.facebook.com/EsudoIT

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 09

In this episode of The Keys to Your Legacy, Elijah Keyes speaks with Sohrab Sangha, Founder of Kismet Real Estate. Sohrab is an experienced realtor and real estate investor who has transitioned from a successful career in equity trading to focusing on real estate investment. His firm specializes in working with real estate investors, guiding them through complex transactions, and helping them achieve their financial goals through strategic property acquisitions.

Tune in to the episode to hear about:

* Investment Strategies: Sohrab discusses different real estate investment strategies and how to choose the right one based on individual financial goals and market conditions.

* Complex Transactions: Insights into navigating complex real estate transactions such as 1031 exchanges and the importance of working with knowledgeable professionals.

* Real Estate Market Dynamics: Sohrab shares his perspective on the current real estate market and offers advice for both new and seasoned investors on how to capitalize on market trends.

* Personal Journey: Sohrab talks about his transition from finance to real estate, offering a personal look at how his background in economics and finance informs his real estate investment strategies.

* Investor Mindset: Key advice for potential real estate investors on what to consider before diving into property investment, emphasizing the importance of thorough market analysis and professional guidance.

Learn more about Sohrab Sangha:

* Connect with Sohra on LinkedIn: https://www.linkedin.com/in/sohrab-sangha-54442954

* Visit Kismet Real Estate’s Website: http://www.kismetteam.com

* Follow Sohrab and his team on Instagram:

https://www.instagram.com/sohrab_kismetteam

* Email: [email protected]

* View Sohrab’s listings on Zillow: https://www.zillow.com/profile/Sohrab-Sangha

* Follow Kismet Real Estate on YouTube: https://www.youtube.com/@kismetrealestate

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup