The Keys To Your Legacy with Elijah Keyes

Elijah Keyes
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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.

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  1. The Power of Valuations in Wealth Transfer with Hong Yoo

    2月24日

    The Power of Valuations in Wealth Transfer with Hong Yoo

    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 *********************************** 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

    39 分鐘
  2. Unlocking Tax-Free Real Estate Strategies with Ron Ricard

    1月31日

    Unlocking Tax-Free Real Estate Strategies with Ron Ricard

    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 *********************************** 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

    35 分鐘
  3. The Role of Cybersecurity in Trusts & Estates with Matthew Kaing

    1月16日

    The Role of Cybersecurity in Trusts & Estates with Matthew Kaing

    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 *********************************** 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

    40 分鐘
  4. Real Estate Investment within Trusts & Estates with Sohrab Sangha

    2024/12/18

    Real Estate Investment within Trusts & Estates with Sohrab Sangha

    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, and helping them achieve their financial goals through strategic property acquisitions. Tune in to the episode to hear about: * Investment Strategies: Sohrab discusses different real estate investment strategies and how to choose the right one based on individual financial goals and market conditions. * Complex Transactions: Insights into navigating complex real estate transactions such as 1031 exchanges and the importance of working with knowledgeable professionals. * Real Estate Market Dynamics: Sohrab shares his perspective on the current real estate market and offers advice for both new and seasoned investors on how to capitalize on market trends. * Personal Journey: Sohrab talks about his transition from finance to real estate, offering a personal look at how his background in economics and finance informs his real estate investment strategies. * Investor Mindset: Key advice for potential real estate investors on what to consider before diving into property investment, emphasizing the importance of thorough market analysis and professional guidance. Learn more about Sohrab Sangha: * Connect with Sohra on LinkedIn: https://www.linkedin.com/in/sohrab-sangha-54442954 * Visit Kismet Real Estate’s Website: http://www.kismetteam.com * Follow Sohrab and his team on Instagram: https://www.instagram.com/sohrab_kismetteam * Email: sohrab@kismetteam.com * View Sohrab’s listings on Zillow: https://www.zillow.com/profile/Sohrab-Sangha * Follow Kismet Real Estate on YouTube: https://www.youtube.com/@kismetrealestate *********************************** 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

    42 分鐘
  5. Understanding Data Privacy & Intellectual Property with Lee Lueddemann

    2024/12/03

    Understanding Data Privacy & Intellectual Property with Lee Lueddemann

    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 provides valuable insights into safeguarding intellectual and digital assets in today's tech-driven landscape. Tune in to the episode to hear about: * The essential differences between data privacy and data security and their importance * How intellectual property intersects with data privacy, especially in the technology and science sectors * The evolving landscape of blockchain technology and its implications for ownership and transfer of digital assets * The role of legal frameworks in protecting both individual and business data rights * Strategies for businesses to manage and secure sensitive information effectively Learn more about Lee Lueddemann: * LinkedIn Profile: https://www.linkedin.com/in/leopold-lueddemann-7aaa8112 * Visit the Law Office of Leopold Lueddemann’s website: https://lueddemannlaw.com *********************************** 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

    29 分鐘

  6. 2024/10/29

    The Intersection of Finance & Intellectual Property with Jordan Becker

    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 episode to hear about:  * The fundamental differences between patents and trade secrets and how businesses can strategically choose between them based on their specific needs  * The nuances of various types of intellectual property including patents, copyrights, trademarks, and trade secrets, and their implications for business strategy  * How intellectual property plays a crucial role in trust and estate planning, especially when it comes to managing and transferring ownership of these assets  * Real-world applications and legal considerations of intellectual property in both the corporate world and individual inventorial achievements  * Insightful discussions on navigating the complexities of intellectual property management and litigation within the federal legal system Learn more from Jordan Becker:  * Connect with Jordan on LinkedIn: https://www.linkedin.com/in/jordanbecker  * Email: jbecker@perkinscoie.com  * Visit Perkins Coie LLP’s website: https://perkinscoie.com *********************************** 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  * Apple: https://podcasts.apple.com/us/podcast/the-keys-to-your-legacy-with-elijah-keyes/id1751093852  * Spotify: https://open.spotify.com/show/50W5EpegFUJPWap1HNrmp1 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

    24 分鐘

  7. 2024/10/15

    Navigating Blended Families and Estate Planning with Patty Zerbini, CFLS

    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 professional and personal experiences in these areas. Tune in to the episode to hear about: * The role and boundaries of step-parents in blended families * The impact of divorce on estate planning and how to handle estate matters mid-divorce * Strategies for co-parenting effectively in complex family structures * Personal insights on maintaining emotional resilience while navigating high-stress legal environments * Legal considerations for protecting children's interests in family law disputes Learn more about Patty Zerbini, CFLS: * Connect with Patty on LinkedIn: http://www.linkedin.com/in/patricia-zerbini-48b55113 * Follow Hoover Krepelka, LLP on LinkedIn: https://www.linkedin.com/company/hoover-%E2%99%A6-krepelka-llp/about * Visit Hoover Krepelka, LLP’s Website: https://hooverkrepelka.com/about *********************************** 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

    37 分鐘

  8. 2024/09/30

    Mastering Estate Planning with Vern Adkins

    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 banking to trust administration and how his early career in consulting influenced his approach to estate planning  * Detailed explanations of the role and responsibilities of a trust officer and the importance of selecting the right fiduciaries for estate administration  * Discussions on the strategic use of trusts and estate planning tools to manage and preserve wealth, including insights on how tax laws impact estate planning decisions  * The potential pitfalls of aggressive tax planning and the importance of adhering to well-established legal standards to ensure compliance and peace of mind  * Vern’s personal approach to integrating his professional expertise with personal values, highlighting the impact of foundational beliefs on his professional practice Learn more about Vern Adkins:  * Connect with Vern on LinkedIn: http://www.linkedin.com/in/vern-adkins-56507148   * View Vern’s profile on his business' website: https://www.lathropgpm.com/team/vern-adkins *********************************** 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/

    45 分鐘

  9. 2024/09/11

    Navigating Trust Taxation with Karen Hahn CPA, CVA, MST

    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 file taxes for others, highlighting the roles of certified public accountants and enrolled agents. * An in-depth exploration of trust taxation, including the key differences between trust tax returns and individual tax returns. * Insights into the complexities of running a CPA practice, the value of business valuation, and the process of scaling down a business effectively. * Real-life scenarios involving family dynamics and trust administration, offering advice for maintaining family harmony through financial transitions. * Karen Hahn's personal journey in the field of accounting, her philosophy on client relationships, and her views on transitioning a business to the next generation. Learn more about Karen Hahn: * Website: https://www.khahncpa.com * Email: Karen@KHahnCPA.com *********************************** 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

    38 分鐘

  10. 2024/08/12

    Protecting Your Assets and Income with Natalie Oh

    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 comprehensive asset protection.  Tune in to the episode to hear about: * Types of Insurance Covered: Natalie discusses life insurance, disability insurance, and long-term care insurance as essential types for asset and income protection.  * Client Needs for Income Replacement: She highlights the critical need for income replacement insurance, especially in expensive areas like Northern California, where households often rely on dual incomes.  * Insurance Broker vs. Agent: Natalie distinguishes between insurance brokers and agents, highlighting that as a broker, she accesses multiple insurance carriers to find tailored policies for clients. * Background in Finance and Insurance: With a background in finance and extensive experience in the insurance industry, Natalie brings a deep understanding of financial planning and risk management to her clients.  Learn more about Natalie Oh:  * Connect with Natalie Oh on LinkedIn: http://linkedin.com/in/natalie-oh-taran-ins  * Visit Taran Insurance Advisory’s website: http://www.taraninsurance.com  * Email: natalie@taraninsurance.com *********************************** 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/

    33 分鐘

  11. 2024/07/10

    Comprehensive Financial Planning with Jon Henderson

    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 to the episode to hear about: * Financial Planner Designations: Henderson holds CFP, CRPC, and CBDA designations, showcasing expertise in financial planning, taxation, estate planning, and digital assets. * The Importance of Tax Planning: Henderson stresses proactive tax planning by starting with tax return reviews to avoid costly mistakes and unnecessary tax liabilities. * Transition to Independent Advisory: Henderson's journey from Merrill Lynch to Echo45 Advisory prioritizes fiduciary responsibility and comprehensive financial planning, overcoming limitations in larger financial institutions. * Subscription-Based Planning: Echo45 Advisory offers subscription-based planning to bridge the gap for individuals without substantial assets, providing accessible financial advice beyond traditional wealth management models. * Personal Passions: Henderson's interests in aviation, organic gardening, and sustainable living influence his life, from piloting to promoting healthier eating habits through organic gardening and incorporating solar power for green energy. Learn more about Jon Henderson: * Connect with Jon Henderson on Linkedin: https://www.linkedin.com/in/jhendersonecho45 * Connect with Echo45 Advisors LLC on Linkedin: https://www.linkedin.com/company/echo45advisors * Visit Echo45 Advisors’ website: https://www.echo45advisors.com *********************************** 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 on 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

    36 分鐘

  12. 2024/06/05

    Live Gracefully with Top-Producing Real Estate Expert, Grace Tsang

    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 has an extensive background in real estate sales, real estate investment, business, and technology from her previous career in software and her formal education. Furthermore, Grace is an immigrant who speaks multiple languages and is a mom to two young daughters. Her life experiences as a former techie, a business owner, and a parent have enabled her to help clients from all walks of life and from different cultural backgrounds. Tune in to the episode to hear about:  * Grace’s career journey from software to real estate  * Her unique, personalized approach to real estate, focusing on client education  * How Grace balances her personal life with work, and her priority on international travel with her family  * Real-life success and failure examples of Grace’s real estate clients with trusts and estates, emphasizing the importance of estate planning to protect your assets Learn more about Grace Tsang:  * Connect with Grace on LinkedIn: https://www.linkedin.com/in/gracetsangrealestate/  * Follow Grace on Instagram: https://www.instagram.com/gracetsangrealestate/  * Follow Grace on Facebook: https://www.facebook.com/gracetsangrealestate/  * Visit Grace’s business website: https://livegracefullyrealestate.com/  * Subscribe to Grace’s YouTube channel: https://www.youtube.com/@TheAmazingGraceTeam  * Email: gtsang@intero.com  * Call: (408) 480-9312 *********************************** 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/

    34 分鐘
  • 共 12 集

簡介

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.

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