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

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 assets in probate cases

* The importance of giving notice to heirs and beneficiaries, especially in cases where there is no will, to ensure they can claim their inheritance rights

* The complexities of family relations and heirship, using terms like consanguinity to explain relationships between distant relatives

* Lessons Michael learned about resilience from his father, a CPA, and his family’s move from Detroit to Florida during the COVID-19 pandemic

Learn more about Michael Zwick:

* Visit Assets International LLC’s website: https://assetsinternational.com

* Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelzwick

* Email: mzwick@assets-international.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 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 critical part of protecting and transferring wealth.

Tune in to the episode to hear about:

* How business valuations impact tax and estate planning

* The importance of discounts in determining the true value of a business

* Key differences between fair market valuations and business broker appraisals

* Why understanding operating agreements and control issues is crucial to business structure and succession planning

Learn more about Hong Yoo:

* Connect with Hong on LinkedIn: https://www.linkedin.com/in/ilhongyoo

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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 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 hear about:

* What a 1031 exchange is and why it’s a game-changer for real estate investors

* How depreciation impacts your tax liability and how to defer it

* The role of 1031 exchanges in estate planning

* Why planning ahead is crucial for maximizing benefits from 1031 exchanges

Learn more about Ron Ricard:

* Connect with Ron on LinkedIn: https://www.linkedin.com/in/ronricard1031

* Follow IPX1031 on LinkedIn: https://www.linkedin.com/company/investment-property-exchange-services-inc-ipx1031-

* Visit IPX1031’s Website: http://www.ipx1031.com/ricard

* Email: ron.ricard@ipx1031.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 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 Minefield.”

Tune in to the episode to hear about:

* Immigrant Experience and Survival: Matthew Kaing talks about how surviving the Khmer Rouge influences his appreciation for basic needs and shapes his view of cybersecurity as essential.

* Cybersecurity as Digital Protection: Kaing emphasizes that cybersecurity protects digital assets, similar to physical security measures.

* Employee Training as Key to Cybersecurity: He stresses that properly trained employees are crucial to preventing cyberattacks.

* Real-Life Cybersecurity Threats: Kaing highlights incidents of phishing attacks, underscoring the need for tools like two-factor authentication (2FA).

* Specialization in Small and Medium-Sized Businesses: He discusses his focus on small to medium-sized businesses, noting their increased vulnerability to cyberattacks.

Learn more about Matthew Kaing:

* Connect with Matthew Kaing on LinkedIn: https://www.linkedin.com/in/mkaing

* Follow eSudo on LinkedIn: https://www.linkedin.com/in/esudo

* Visit eSudo’s YouTube Channel: https://www.youtube.com/@esudoIT

* Visit eSudo's official website: https://esudo.com

* Follow eSudo on Facebook: https://www.facebook.com/EsudoIT

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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