Simplifying the Complicated

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 15 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Dr. Donald Moore Founder and Medical Director, and Christa Folkers, Program Director of Autonomy Health, a practice dedicated to Medical Aid in Dying (MAiD), patient advocacy, and compassionate guidance for individuals facing terminal illness. Through their work...

TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 14 In this episode of the TRUST GBS (formerly Simplifying The Complicated), Lori Bolander and Lauren Gallagher speak with returning guest Lawrence Mudgett, owner of Safer Law. Lawrence is a San Diego County–based attorney who concentrates on landlord-tenant and real estate law. Tune in to the episode to hear about: * Why do evictions take...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 12In this episode of the Trust GBS, 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 advocat...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 10In this episode of Trust GBS, Lori Bolander and Lauren Gallagher speak 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...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 8In this episode of Trust GBS, 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 se...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 7In this episode of Trust GBS, 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 Kat...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 6In this episode of Trust GBS, 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...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 5In this episode of Trust GBS, 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: *...

Trust GBS with Lori Bolander and Lauren Gallagher, Ep 4In this episode of Trust GBS, 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 Car...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 3In this episode of Trust GBS, 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...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 2In this episode of Trust GBS, 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: * Commo...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 11In this episode of Trust GBS, 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...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 13In this episode of the Trust GBS, 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 beneficiaries...

Trust GBS with Lori Bolander and Lauren Gallagher, Episode 9In this episode of Trust GBS, 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...

In this inaugural episode of Trust GBS, 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,...