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
Real Estate Done Smart with Carol Ann Flint
Real estate is more than location, it’s about strategy, numbers, and planning for what comes next.
In our latest podcast episode of The Keys To Your Legacy, Carol Ann Flint shares her journey and expertise, diving deep into the nuances of commercial vs. residential real estate, the transitional challenges from New York to California, and provides insights on succession planning and market trends.
A must-watch for anyone serious about leaving a lasting legacy.
All EPISODES
First Homes & Financial Clarity with Maria G Guardado
Attorney Elijah Keyes sits down with Maria Guardado, owner of Veridian Mortgage, to talk about her journey from engineering to mortgage lending, what it really means to support clients through the home-buying process, and how culture, family, and resilience shape the way she works.
Listen this real, honest conversation about the emotional side of finance, the trust that builds between broker and buyer, and the little things that make a big difference in people’s financial journeys.
Probate 101: Avoiding the Pitfalls with Bill Gross
In this episode of The Keys to Your Legacy, Elijah Keyes is joined by probate real estate expert Bill Gross for a raw and honest conversation about what happens when families end up in court due to poor planning. Bill has seen firsthand what goes wrong when people rely on the wrong legal advice or delay crucial decisions. Together, he and Elijah explore the importance of having the right professionals, the true nature of probate court, and how families can avoid unnecessary conflict and financial loss.
Family Dynamics & Fiduciary Duties with Karyn Stiles
Who do you trust with your future when family might not be the right choice? In Episode 15 of The Keys to Your Legacy, Elijah Keyes sits down with Karyn Stiles, a professional fiduciary, to talk about what really happens when family can’t, or shouldn’t, manage your estate.
Overcoming Personal Challenges with Life Coach Teemaree
Attorney Elijah Keyes sits down with life coach Teemaree for a powerful and insightful conversation about how personal growth, emotional clarity, and intentional future planning can help us navigate life’s toughest seasons, and build a legacy rooted in strength, peace, and purpose. This episode dives deep into what it truly means to serve, grow, and prepare, both personally and professionally.
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.
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!
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.
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..
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.
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.
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.
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.
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.
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!
Protecting Your Assets and Income with Natalie Oh
In Episode 3 of The Keys To Your Legacy, Elijah Keyes interviews insurance advisor Natalie Oh, who shares expert insights on essential insurance types and strategies for protecting wealth and securing your financial future.
Comprehensive Financial Planning with Jon Henderson
Join Elijah Keyes and John Henderson as they delve into the essentials of financial planning. Gain valuable insights to safeguard your financial future.
Live Gracefully with Top-Producing Real Estate Expert, Grace Tsang
Watch or listen to this inaugural episode of The Keys To Your Legacy. Elijah Keyes speaks with Grace Tsang, a realtor with Intero Real Estate in Silicon Valley.
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.