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