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.

Episódios

  1. 02/08/2024

    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

    35 min
  • 1 episódio

Sobre

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

Informações

  • Criado por
    Lori Bolander
  • Anos de atividade
    2 mil
  • Episódios
    1
  • Classificação
    Livre
  • Copyright
    © Lori Bolander
  • Site do podcast
    Simplifying the Complicated