Simplifying the Complicated
In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.
Episodes
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 13
In this episode of the Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Carly Maganuco and Damien Snow, attorneys and colleagues at Gallagher Bolander Smedley LLP.
Tune in to the episode to hear about:
* An outline of the initial requirements for a trustee
* Key early tasks of a trustee, including formally notifying beneficiarie...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 12
In this episode of the Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Nicole Soares, an end-of-life educator, planner, death doula, financial expert, and after-death care specialist in Southern California to facilitate empowered, meaningful, and ecologically responsible deaths. She is a compassionate guide and dedicated advoca...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 11
In this episode of Simplifying the Complicated, Lori Bolander speaks with Lane Coursen, owner of Momento Estates.
Tune in to the episode to hear about:
* The various services Lane’s company offers, including handling high-value estate sales, assisting families with realistic valuations, organizing unsold items for donation, and managing moves for living c...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 10
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speaks with Lawrence Andrew Mudgett III, Esq., a San Diego County based attorney with over 15 years of legal experience focusing on Landlord Tenant law, Bankruptcy law, and Real Estate Litigation.
Tune in to the episode to hear about:
* Landlord-tenant issues in the contex...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 9
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with colleague and attorney Carly Maganuco.
Tune in to the episode to hear about:
* Why special needs trusts are essential for preserving the eligibility of individuals with disabilities for public benefits such as Medi-Cal and SSI, requiring meticulous planning and sp...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 8
In this episode of Simplifying the Complicated, Lori Bolander & Lauren Gallagher discuss why you need an estate plan and how to get started.
Tune in to the episode to hear about:
* Role of Executors: Insights into the responsibilities of executors and administrators in the probate process
* Understanding Probate: Explanation of probate, why p...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 07
In this episode of Simplifying the Complicated, Lori Bolander speaks with Daryl Golemb, CPA, and Katherine Younger, Project Manager at Golemb Accountancy Corporation. Golemb Accountancy specializes in trust and estate taxation, helping clients navigate complex tax returns, accountings, and estate tax filings. With over 20 years of experience, Daryl and Kathe...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 6
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Adam Nishikawa, Vice President at Asset Exchange Co., a qualified intermediary specializing in 1031 exchanges.
Tune in to the episode to hear about:
* An Overview of the 1031 exchange and Adam’s program offers* The primary advantage of a 1031 exchange and all its be...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 5
In this episode of "Simplifying the Complicated," hosts Lori Bolander and Lauren Gallagher discuss the intricate aspects of real estate with guest Annie Lopiccolo. Annie brings her extensive experience in real estate to shed light on the current market dynamics, the impact of interest rates, and essential tips for both buyers and sellers.
Tune in to lear...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 04
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Jessica Strick, owner of Compass Care Services. Jessica is an experienced geriatric and hospice nurse who helps senior citizens and their families identify solutions for aging at home or assists them in finding their ideal long-term senior living community. Compass ...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 3
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Stacy Baxter, an independent private professional fiduciary and owner of Baxter Fiduciary, based in San Diego, California.
Tune in to the episode to hear about:
* Role of a Professional Fiduciary: Stacy outlined that fiduciaries in California manage trusts and es...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 2
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher talk with Eddie Broitman, from the Law Office of Edward Broitman. Eddie specializes in estate planning and trust litigation. With extensive experience since 2007, Eddie handles contested probate matters and estate administration.
Tune in to the episode to hear about:
* Common L...
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 1
In this inaugural episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Windus Fernandez Brinkkord, AIF®, CEPA. Windus is Senior Vice President of Wealth Management at Trilogy Financial Services. Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning ...
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