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: Karyn@lassahnfiduciary.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
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