The Keys To Your Legacy with Elijah Keyes

The Keys To Your Legacy with Elijah Keyes, Episode 22

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Saja Raoof, “Border Wall Destroyer,” a business immigration attorney in San Francisco. As the daughter of an "Alien of Extraordinary Ability" she has a special focus on visas for exceptionally skilled foreign nationals who wish to make the United States their home.

Tune in to the episode to hear about:

* Saja Raoof's mission and how she defines her role as a "Border Wall Destroyer"

* How Saja's personal background and experiences influences her activism and perspective

* Challenges and obstacles Saja has faced in her journey, both personally and professionally

* The ways Saja works to bridge cultural, social, or political divides in her community

* Advice and insights Saja offers to others who want to make a positive impact

Learn more about Saja Raoof:

* Connect with Saja on LinkedIn: https://www.linkedin.com/in/sajaraoof

* Visit Saja’s business website: https://www.sar.law

* Email Saja: [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 21

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Thermon "Rick” Holliday, a Licensed Life & Health Broker specifically focused on Medicare Advantage, Medicare Supplement and Prescription Drug plans in California and 13 other states. Rick provides Medicare plan education, advice, and enrollment for individuals 64 years of age & up, working or not, so they can enjoy the best time of life.

Tune in to the episode to hear about:

* What inspired Rick Holliday to dedicate his career to helping older Americans navigate retirement healthcare and Medicare

* How to avoid common pitfalls and ensure proper coverage with early planning and understanding of Medicare enrollment steps

* Why it’s important for families to have open conversations and clear documentation regarding healthcare directives and estate planning

* The main challenges people face when trying to understand and enroll in Medicare, and how they can be addressed

* How viewing Medicare as a supportive resource, rather than a burden, can change the way individuals approach their retirement healthcare planning

Learn more about Thermon "Rick” Holliday:

* Visit TRH Insurance and Financial Services’ website: http://TRHinsurance.com

* Connect with Rick on LinkedIn: https://www.linkedin.com/in/trhinsurance

* Follow TRH Insurance and Financial Services on LinkedIn: https://www.linkedin.com/company/trh-insurance-and-financial-services

* Visit Rick’s YouTube channel: https://www.youtube.com/@RickspeaksMedicare

* Follow Rick on Facebook: https://www.facebook.com/TRHinsurance

* Follow Rick on Instagram: https://www.instagram.com/trhinsurance

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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 20

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Matt Soeth, Executive Director of the Thriving in Games Group and Online Safety Consultant. Matt is also the host of the podcast Safety Is Sexy.

Tune in to the episode to hear about:

* Common online scams, including phishing, fraud, and identity theft, emphasizing the importance of strong, unique passwords and two-factor authentication

* Practical advice on how to avoid scams, especially for vulnerable demographics like older adults, with tips including monitoring accounts, using VPNs on public Wi-Fi, and regularly updating software

* Real-life examples of people falling victim to online scams highlight the need for continual vigilance and education on safe online practices

* A reminder to trust one's instincts and be aware of emotional manipulation tactics used by scammers

Learn more about Matt Soeth:

* Visit Matt’s website: http://www.matthewsoeth.com

* Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewsoeth

* Follow Thriving in Games Group on LinkedIn: https://www.linkedin.com/company/thrivingingames

* Follow Matt’s podcast, “Safety is Sexy” on Spotify: https://open.spotify.com/show/7eugAF90BPcLigxiksKy15?si=5b9512830ae744e2&nd=1&dlsi=b5ec501f91b04caa

* Follow Matt’s podcast, “Safety is Sexy” on Apple: https://podcasts.apple.com/us/podcast/safety-is-sexy/id1742486948

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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 19

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Susan Brooksbank, a licensed fiduciary who specializes in Trust and Estate Accountings.

Tune in to the episode to hear about

* The role and responsibilities of a fiduciary, emphasizing the importance of neutrality, detailed record-keeping, and adherence to trust documents

* The complexities of administering trusts, especially in contentious family situations, where beneficiaries may become hostile and litigious

* The critical need for updated trusts and accurate accountings, sharing experiences with complicated cases involving outdated documents and poorly managed assets

* The value of hiring competent attorneys and remaining organized to navigate the intricate legal environment surrounding trust and estate management

Learn more about Susan Brooksbank:

* Visit Susan’s business website: http://www.brooksbankfiduciary.com

* Connect with Susan on LinkedIn: https://www.linkedin.com/in/sbrooksbank

* Email Susan: [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://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 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