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

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