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.
Episodes
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 a...
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...
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 h...
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 Min...
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, an...
The Keys To Your Legacy with Elijah Keyes, Episode 08
In this episode of "The Keys to Your Legacy," Elijah Keyes is joined by Leopold "Lee" Lueddemann, a privacy and intellectual property attorney. Tune in as they delve into the nuances of data privacy, how and when it intersects with intellectual property, and the implications for both individuals and businesses. Lee explains complex concepts like blockchain and cryptocurrency and...
The Keys To Your Legacy with Elijah Keyes, Episode 07
In this episode of The Keys to Your Legacy, Elijah Keyes speaks with Jordan Becker, a former rocket scientist, and now a patent attorney at Perkins Coie LLP. Jordan works in the high-tech space, dealing with intellectual property rights including patents and trade secrets, particularly for the medical devices, software, AI, cybersecurity, and robotics sectors.
Tune in to the epi...
The Keys To Your Legacy with Elijah Keyes, Episode 06
In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Patty Zerbini, Certified Family Law Specialist and Senior Counsel at Hoover Krepelka, LLP. Patty brings a wealth of experience in dealing with family law, especially in the complexities of blended families and the nuances of family dynamics in legal settings. She offers insights gained from managing both prof...
The Keys To Your Legacy with Elijah Keyes, Episode 05
In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Vern Adkins, a seasoned estate planning attorney. Vern shares insights from his diverse career journey, which includes roles in consulting, banking, and trust administration, providing a unique perspective on estate and tax planning.
Tune in to the episode to hear about:
* Vern Adkins' transition from bank...
The Keys To Your Legacy with Elijah Keyes, Episode 04
In this episode of "The Keys to Your Legacy," host Elijah Keyes speaks with Karen Hahn, a CPA and Certified Valuation Analyst with her own practice specializing in trust taxation. Karen brings over 40 years of experience and shares her expertise in various aspects of taxation and business valuation.
Tune in to the episode to hear about:
* The basics of who can legally...
The Keys To Your Legacy with Elijah Keyes, Episode 3
In this episode of The Keys To Your Legacy, Elijah Keyes interviews Natalie Oh, an insurance advisor and Principal of Taran Insurance Advisory, who has been helping clients protect what matters most for over 27 years. Natalie specializes in tax-efficient wealth transfer strategies for high-net-worth individuals and collaborates closely with clients' advisors to ensure co...
The Keys To Your Legacy with Elijah Keyes, Episode 2
In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Jon Henderson, Founder and CIO of Echo45 Advisors, a registered investment advisor (RIA). Jon, a seasoned financial planner holding several prestigious designations including CFP, CRPC, and CBDA, offers comprehensive financial planning services with a focus on tax planning and fiduciary responsibility.
Tune in ...
The Keys To Your Legacy with Elijah Keyes, Episode 01
In this inaugural episode of The Keys To Your Legacy, Elijah Keyes speaks with Grace Tsang, a realtor with Intero Real Estate in Silicon Valley. Grace is a top-producing real estate agent and a luxury home marketing specialist. Grace's true passion is to help clients make smart real estate decisions that positively transform their lives and build long-term wealth. She h...
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