Our Podcast

Welcome to The Keyes To Your Legacy With Elijah Keyes Podcast. This podcast will feature insightful discussions on estate planning, trust administration, and personal stories.

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. This 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.

RECENT EPISODES

Finding Missing Heirs and Assets with Michael Zwick

What happens when an heir can’t be found? Or when assets go missing in probate? Elijah Keyes sits down with Michael Zwick, a probate investigator, to discuss the challenges of locating beneficiaries, ensuring proper notice, and why estate planning is key to avoiding probate headaches.

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The Power of Valuations in Wealth Transfer with Hong Yoo

Tune in as Valuations Expert Hong shares how discounts, control issues, and strategic planning can impact the true value of a business, helping owners protect and transfer their wealth effectively. A must-listen for anyone interested in maximizing the financial potential of their business assets!

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Available On:

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All EPISODES

Finding Missing Heirs and Assets with Michael Zwick

What happens when an heir can’t be found? Or when assets go missing in probate? Elijah Keyes sits down with Michael Zwick, a probate investigator, to discuss the challenges of locating beneficiaries, ensuring proper notice, and why estate planning is key to avoiding probate headaches.

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The Power of Valuations in Wealth Transfer with Hong Yoo

Tune in as Valuations Expert Hong shares how discounts, control issues, and strategic planning can impact the true value of a business, helping owners protect and transfer their wealth effectively. A must-listen for anyone interested in maximizing the financial potential of their business assets!

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Unlocking Tax-Free Real Estate Strategies with Ron Ricard

Learn how to maximize real estate profits by deferring taxes using 1031 exchanges in Elijah Keyes’ latest episode of The Keyes to Your Legacy with guest Ron Ricard, 1031 Exchange Specialist. Watch or listen to Elijah and Ron’s conversation on how to make smart investment moves and plan for the future.

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The Role of Cybersecurity in Trusts & Estates with Matthew Kaing

Understand the importance of cybersecurity across industries with this episode’s guest, cybersecurity expert, Matthew Kaing, founder of eSudo Technology Solutions in Silicon Valley. Elijah and Matthew discuss all aspects of cybersecurity and how Matthew helps law firms and small businesses thrive and protect their assets..

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Real Estate Investment within Trusts & Estates with Sohrab Sangha

In this episode of Keys to Your Legacy, Elijah Keyes sits down with Sohrab Sangha, founder of Kismet Real Estate, to break down the world of property investing. Tune in to discover critical strategies and insights necessary for successful real estate investing.

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Understanding Data Privacy & Intellectual Property with Lee Lueddemann

Your digital footprint matters. Join Elijah Keyes in conversation with privacy and IP law expert Lee Lueddemann to explore the critical topics of intellectual property, data security, and blockchain technology.

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The Intersection of Finance & Intellectual Property with Jordan Becker

Dive into the intricate world of intellectual property with patent attorney Jordan Becker. Watch or listen to this latest episode of Elijah Keyes’ podcast, Keys to Your Legacy, to learn how IP strategies shape business innovation and what this means for trust and estate planning.

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Navigating Blended Families and Estate Planning with Patty Zerbini, CFLS

Tune into this insightful conversation that delves into blended families, estate planning during divorce, and the pivotal role of communication and boundaries in co-parenting.

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Mastering Estate Planning with Vern Adkins

Join Elijah Keyes and Vern Adkins on The Keys To Your Legacy as they delve into the vital role of trust officers and the impact of tax laws on estate planning. Explore Vern’s journey from banking to trust administration and gain insights on selecting fiduciaries, using trusts effectively, and navigating tax planning complexities.

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Navigating Trust Taxation with Karen Hahn, CPA

Episode 4: The Keyes to Your Legacy Podcast
Unlock 40 years of CPA expertise on trust taxation and business valuation. Karen Hahn shares invaluable insights on trust tax returns, managing family dynamics, and scaling a successful practice. Don’t miss this opportunity to learn from a true industry veteran!

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NEW EPISODES
COMING SOON

New episodes and guests are coming soon to The Keys to Your Legacy Podcast! Follow us and subscribe to our platforms so you don’t miss any of the insightful conversations.

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