Simplifying the Complicated

Lori Bolander
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In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.

الحلقات

  1. End-of-Life Planning with Death Doula Nicole Soares

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    End-of-Life Planning with Death Doula Nicole Soares

    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 advocate for planning, informed value-based choice, holistic therapies, and green burial and water cremation options. With 34 years of experience in financial services solving tough fraud and credit challenges, Nicole is uniquely equipped to help others not only with their emotional, spiritual, and ritual needs, but also with the complex financial decisions that are often part of the end-of-life journey as CEO of EcoLove Transitions. Tune in to the episode to hear about: * The importance of end-of-life planning * The roles and responsibilities of a death doula, emphasizing the significance of advanced healthcare directives, preplanning, and ecologically responsible death care * The stigma and discomfort surrounding conversations about death and how addressing these topics openly can lead to more meaningful and peaceful end-of-life experiences * Nicole’s personal experience of caring for a friend with a severe brain injury, which fueled her passion for helping others with comprehensive end-of-life planning * The various legal aspects of end-of-life choices, such as the POLST form, and the challenges of ensuring that one's healthcare wishes are honored Learn more about Nicole Soares: * Visit EcoLove Transitions’ website: http://ecolovetransitions.com * Connect with Nicole on LinkedIn: https://www.linkedin.com/in/nicole-soares-420bb27 * Visit EcoLove Transition’s YouTube channel: https://www.youtube.com/@EcoLoveTransitions ******************************* About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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  2. Managing Estate Sales with Care & Respect with Lane Coursen

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    Managing Estate Sales with Care & Respect with Lane Coursen

    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 clients, all without charging upfront fees * The importance of working with licensed and insured estate sale professionals, ensuring clients' properties and items are protected, and emphasizing how Memento Estates takes care of all necessary logistics, even for complex tasks like selling cars and boats * Anecdotes, showcasing how Memento Estates has successfully found hidden valuables, helped families reconnect with treasured items, and ensured that meaningful possessions are donated to appropriate organizations rather than ending up in landfills * The profound value of Memento Estates' services in simplifying the complicated process of managing estate sales, preserving the memory of loved ones, and supporting the community Learn more about Lane Coursen: * Visit Momento Estates’ website: https://www.momentoestates.com * Follow Momento Estates on Instagram: https://www.instagram.com/momento_estates_llc * Follow Momento Estates on Facebook: https://www.facebook.com/MomentoEstates * Email: MomentoEstates@gmail.com * Contact Momento Estates for a free consultation: https://www.momentoestates.com/about ******************************* About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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  3. Tackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett III

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    Tackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett III

    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 context of trusts and estates * Lawrence’s extensive experience in landlord-tenant law, explaining essential steps such as serving a notice of change in management when a property's owner passes away * Various eviction scenarios, including dealing with tenants who are beneficiaries and the intricacies of maintaining compliance with local just cause eviction ordinances. * The concept of "cash for keys" as a potential strategy to avoid eviction proceedings but emphasize the risks associated with improperly handled agreements * Practical advice on navigating legal aid, tenant rights, and the importance of using professional eviction attorneys to ensure all technicalities are correctly managed. Learn more about Lawrence Andrew Mudgett III: * Visit Safer Law’s website: https://saferlaw.com * Connect with Andrew on LinkedIn: https://www.linkedin.com/in/lawrencemudgett3 *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher: In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated: * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher: * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177 * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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  4. Simplifying Special Needs Trusts with attorney Carly Maganuco

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    Simplifying Special Needs Trusts with attorney Carly Maganuco

    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 specific language to ensure compliance with federal and state regulations * The differences between first-party and third-party special needs trusts, with third-party trusts being funded by someone other than the beneficiary and first-party trusts being funded with the beneficiary's own assets * The importance of having an experienced attorney draft and review these trusts due to their complexity and the frequent changes in laws and regulations, which can have significant impacts on the beneficiary's eligibility and access to benefits. * Why choosing a trustee for a special needs trust is critical, with recommendations to consider professional fiduciaries, who are well-versed in accessing community resources and benefits, while also allowing for family members to be involved as advisors or decision-makers. Learn more about Carly Maganuco:  * Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com/

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  5. Why You Need An Estate Plan & How to Get Started

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    Why You Need An Estate Plan & How to Get Started

    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 people seek to avoid it, and the court processes involved  * Avoiding Probate: Benefits of establishing a trust to bypass the probate process and ensure smoother, faster, and more efficient estate administration  * Choosing a Trustee: Considerations for selecting the right trustee, including trust in the chosen individual and potential family dynamics  * Guardianship and Conservatorship: Explanation of guardianship and conservatorship proceedings and how estate planning can help avoid them  * Powers of Attorney: Importance of financial and healthcare powers of attorney to manage affairs in case of incapacitation  * Managing Affairs for Minors and Young Adults: Estate planning to protect minor children's and young adults' interests, avoiding guardianship proceedings *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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  6. Understanding Trust & Estate Taxes with Daryl Golemb & Katherine Younger

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    Understanding Trust & Estate Taxes with Daryl Golemb & Katherine Younger

    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 Katherine bring a wealth of knowledge to trustees and estate administrators, simplifying the intricate world of estate planning and taxes. Tune in to the episode to hear about:  * Key tax responsibilities for trustees and estate administrators.  * How the final tax returns for decedents interact with trust tax filings.  * The importance of trust accountings and tax research.  * Understanding estate tax returns and the impact of portability.  * Common issues with real estate, retirement accounts, and co-trustees. Learn more about Daryl Golemb:  * LinkedIn Profile: https://www.linkedin.com/in/darylgolemb/   * LinkedIn Company Page: https://www.linkedin.com/company/golemb-accountancy-corp/about/   * Website: http://golembcpas.com  *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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    Transforming Investments with Adam Nishikawa

    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 benefits* The limitations of a 1031 exchange, noting that property flips don’t qualify and debt-averse investors may not maximize returns* Time Constraints and Costs of a 1031 exchange — the 45-day identification period, 180-day closing window, and fees associated with facilitating exchanges.* The 1031 exchange’s flexibility, covering various property types, allowing reinvestment across different asset classes in the U.S. Learn more about Adam Nishikawa:  * Connect with Adam Nishikawa on LinkedIn: https://www.linkedin.com/in/adam-nishikawa-0b784bb5  * Follow Asset Exchange Company on LinkedIn: https://www.linkedin.com/company/asset-exchange-company * Visit Asset Exchange Company's website: https://ax1031.com *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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    Decoding Real Estate Complexities with Annie Lopiccolo

    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 learn about: *Navigating real estate investments in fluctuating markets*The importance of timing and financial readiness in property purchasing*Strategic insights on property management and avoiding common pitfalls*The evolving landscape of real estate commissions and their implications*Essential estate planning tips for property owners to secure their financial legacy Learn more about Annie Lopiccolo:  * Connect with Annie on LinkedIn: https://www.linkedin.com/in/annie-lopiccolo  * Follow Annie on Instagram: https://www.instagram.com/annielopic *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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    Compassionate & Comprehensive Elder Care Management with Jessica Strick

    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 Care Services provides comprehensive care management, offering support for families in crisis and helping them make informed decisions about long-term care. Tune in to the episode to hear about:  * The importance of early planning for elder care  * How to assess whether aging in place or moving to a senior living community is the best option  * The challenges caregivers face and how to access essential resources and support  * The evolving landscape of senior living communities and the various levels of care available Learn more about Jessica Strick:  * Connect with Jessica on LinkedIn: https://www.linkedin.com/in/jessica-strick-376a81247  * Website: http://www.californiacompass.com  *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com/

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    Appointing People to Handle Your Affairs with Professional Fiduciary, Stacy Baxter

    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 estates, requiring licensure, education, and ongoing training. * Special Needs Trusts: Stacy emphasized the importance of special needs trusts in protecting benefits for disabled individuals without jeopardizing their eligibility. * Family Dynamics in Fiduciary Roles: She highlighted the challenge of managing disputes among family members and the benefits of a neutral third-party fiduciary. * Asset Titling Issues: Stacy mentioned the common issue of improperly titled assets, which can complicate trust administration and lead to legal challenges. * Tax Issues: She stressed the need for a competent CPA to prevent tax-related delays in estate administration. Learn more about Stacy Baxter:  * Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacy-baxter-45a2336  * Visit Baxter Fiduciary’s website: https://baxterfiduciary.com/   * Email: stacy@baxterfiduciary.com *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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    Estate Planning & Trust Litigation with Eddie Broitman

    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 Litigation Issues: Eddie Broitman mentions the most frequent issues in trust and estate litigation which are undue influence and accounting disputes. * Strategies to Avoid Litigation: Eddie emphasizes that clear estate documentation and the use of neutral third-party trustees are key strategies to prevent litigation. * Role of Professional Fiduciaries: Eddie discusses the value of professional fiduciaries in reducing disputes by providing neutral and legally compliant trust management. * Litigation Process and Costs: Eddie points out that trust and estate disputes often involve lengthy and expensive court processes. * Importance of Proper Accounting: Eddie stresses the necessity of accurate, formal accounting to prevent disputes and ensure transparency with beneficiaries. Learn more about Eddie Broitman:  * Visit the Law Office of Edward Broitman’s website: http://www.broitmanlaw.com * Email: broitmanlaw@gmail.com *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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    Simplifying the Complicated with Lori Bolander and Lauren Gallagher

    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 services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Tune in to the episode to hear about:  * The difference Windus sees in her clients' estate planning who have a trust to those who do not  * What can go wrong when there is no trust in an estate plan  * How beneficiary designations play a part in the estate plan, and the importance of discussing it with your attorney  * Professional fiduciaries — why and how an estate plan benefits by including them  * Defining AB Trusts and real-life examples as to when they’re needed and not  * How often you should review and update your trusts Learn more about Windus Fernandez Brinkkord, AIF®, CEPA:  * Connect with Windus on LinkedIn: https://www.linkedin.com/in/windusfernandez/  * Read more about Windus and Trilogy on Trilogy Financial’s website: https://www.trilogyfs.com/advisor/windus-fernandez-brinkkord-aif-cepa/  * Email: windus.fernandez@trilogyfs.com *********************************** About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:  In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of Simplifying the Complicated:  * YouTube: https://www.youtube.com/@LawGBS Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:  * Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177/  * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12  * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com

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حول

In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.

المعلومات

  • صناع العمل
    Lori Bolander
  • سنوات النشاط
    ٢٠٢٤ - ٢٠٢٥
  • الحلقات
    ١٢
  • التقييم
    ملائم
  • حقوق النشر
    © Lori Bolander
  • موقع البرنامج على الويب
    Simplifying the Complicated