The Keys To Your Legacy with Elijah Keyes, Episode 19

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Susan Brooksbank, a licensed fiduciary who specializes in Trust and Estate Accountings.

Tune in to the episode to hear about

* The role and responsibilities of a fiduciary, emphasizing the importance of neutrality, detailed record-keeping, and adherence to trust documents

* The complexities of administering trusts, especially in contentious family situations, where beneficiaries may become hostile and litigious

* The critical need for updated trusts and accurate accountings, sharing experiences with complicated cases involving outdated documents and poorly managed assets

* The value of hiring competent attorneys and remaining organized to navigate the intricate legal environment surrounding trust and estate management

Learn more about Susan Brooksbank:

* Visit Susan’s business website: http://www.brooksbankfiduciary.com

* Connect with Susan on LinkedIn: https://www.linkedin.com/in/sbrooksbank

* Email Susan: Susan@BrooksbankFiduciary.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://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 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

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

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