Simplifying the Complicated

About Simplifying the Complicated

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

Publisher

Lori Bolander and Lauren Gallagher, Gallagher Bolander Smedley, LLP

Category

business

Language

en

Explicit

No

First episode

2 Aug 2024

Latest episode

20 Oct 2026

Latest episodes

19 episodes in the feed.

1. 

   20 Oct 2026

   Grieving as a Verb with Wendy Kessler

   TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 19 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Wendy Kessler, grief counselor and founder of Grief Guide Consulting, about what grief really looks like and why it extends far beyond sadness. Drawing on nine years of grief work, including five years as a hospice bereavement counselor, Wendy explains how loss can affect the heart, mind, body, soul, relationships and the way we move through everyday life. Wendy also explores what happens when grief intersects with family dynamics and estate administration, from guilt and conflict to the pressure of handling paperwork and trustee responsibilities while grieving. She offers a different way of thinking about grief, not as something to “get over,” but as an experience we learn to adapt to as we move forward. Tune in to the episode to hear about: * Wendy Kessler’s distinction between grief as a noun and grieving as a verb and how actively grieving can help us adapt to life after loss * Why does the brain choose guilt over helplessness after someone dies and how can guilt become a way of maintaining connection? * How anticipatory grief can begin before a death while remaining fundamentally different from the grief that follows the loss itself * Why does family conflict intensify after someone dies, especially when grief, old dynamics, money and inheritance collide? * Wendy on why possessions can become “linking objects” to someone who died, giving even seemingly ordinary items deep emotional meaning during estate distribution Learn more about Wendy Kessler: * Connect with Wendy on LinkedIn: https://www.linkedin.com/in/wendy-kessler-msw-ft-70a3a5244/ (https://www.linkedin.com/in/wendy-kessler-msw-ft-70a3a5244/) * Visit Grief Guide Consulting’s website: griefguideconsulting.com (http://griefguideconsulting.com) * Follow My Grief Guide on Instagram: https://www.instagram.com/my.griefguide/ (https://www.instagram.com/my.griefguide/) * Find Grief Guide Consulting on Facebook: https://www.facebook.com/GriefGuideConsulting (https://www.facebook.com/GriefGuideConsulting) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

2. 

   22 Sept 2026

   Doing Death Differently with Death Doula Penny Waugh

   TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 18 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Penny Waugh, Death Doula and Founder of The Death Network, who has spent years helping families navigate end-of-life transitions with compassion and dignity, often partnering alongside hospice and other medical professionals. Penny is especially known for helping people access lesser-known death care options like home funerals, green burial, and water cremation, and for hosting death cafe discussions and community education events that open up conversations most people avoid. Tune in to the episode to hear about: * Penny Waugh on the "silver tsunami" ahead: baby boomer deaths are projected to jump from 7,000 to 11,000 a day by 2030 * Why might it be kinder to name a third-party healthcare agent instead of a spouse or child? * A home funeral can cost roughly 20% of a traditional service, with no legal deadline in California for keeping a loved one at home * Why do only 30% of Californians know medical aid in dying is already legal in their own state? * Penny Waugh's list of options most funeral homes won't mention unless you ask: green burial, water cremation, and home funerals Learn more about Penny Waugh: * Visit The Death Network's website: https://www.thedeathnetwork.com (https://www.thedeathnetwork.com/) * Join a Community Event of The Death Network: https://www.meetup.com/the-death-network/events (https://www.meetup.com/the-death-network/events/) * Connect with Penny on LinkedIn: https://www.linkedin.com/in/penny-waugh-1724964 (https://www.linkedin.com/in/penny-waugh-1724964/) * Follow The Death Network on Instagram: https://www.instagram.com/thedeathnetwork (https://www.instagram.com/thedeathnetwork/) * Watch The Death Network on YouTube: (https://www.youtube.com/@PennyWaugh-TheDeathNetwork)https://www.youtube.com/@TheDeathNetworkCA (https://www.youtube.com/@TheDeathNetworkCA) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

3. 

   25 Aug 2026

   When Trustees Need an Advisor with Donovan Filpi

   TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 17 In this episode of TRUST GBS, Lauren Gallagher and guest co-host filling in for Lori Bolander, Carly Maganuco, speak with Donovan Filpi, Senior Vice President and Wealth Management Advisor with Merrill Lynch, where he has spent nearly two decades helping individuals, families, fiduciaries, and professionals navigate complex financial decisions with confidence. Donovan is especially well known in the trust and estates and fiduciary community for his work in special needs planning, retirement planning, and investment management, and he frequently presents at estate planning, special needs, and fiduciary conferences throughout California. Tune in to the episode to hear about: * Donovan Filpi on the early-career money habit that quietly wrecks saving: letting income dictate spending instead of the reverse * Is skipping your 401(k) match actually costing you a guaranteed 100% return? * The life events, from marriage and birth to death and divorce, that should trigger an immediate financial and estate review * What financial blind spots trip up first-time trustees who inherit a role they never trained for? * Donovan Filpi's checklist for stepping into a trustee role: income sources, recurring expenses, and liabilities first Learn more about Donovan Filpi: * Connect with Donovan on LinkedIn: https://www.linkedin.com/in/donovanfilpifinancialplanner (https://www.linkedin.com/in/donovanfilpifinancialplanner) * Get in touch with Donovan: https://advisor.ml.com/sites/ca/carlsbad-ca/the-special-needs-team/donovan.r.filpi (https://advisor.ml.com/sites/ca/carlsbad-ca/the-special-needs-team/donovan.r.filpi) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

4. 

   29 Jul 2026

   Your Estate Plan vs. Divorce with Attorney Frann Setzer

   TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 16 In this episode of TRUST GBS, Lori Bolander and Lauren Gallagher speak with Frann Setzer, principal at The Law Office of Frann Setzer Family Law, who has extensive experience helping clients navigate significant life transitions. Her practice covers divorce, marriage dissolution, legal separation, annulment, child custody, child support, spousal support, property division, premarital and postmarital agreements, domestic partnerships, and related matters. Get these questions answered & more: * Why waiting until your divorce is over to plan your estate could be the costliest mistake you make? * Could a standard clause in your will accidentally void a promise you made in your divorce settlement? * Why do some family law attorneys refuse to take clients less than three months before their wedding? * If you've been separated for years but never officially divorced, do you know who would inherit your assets today? * A couple who's been together for 30 years could walk away with nothing… one legal step to fix that? Learn more about Frann Setzer: * Connect with Frann on LinkedIn: https://www.linkedin.com/in/frann-setzer-cfls-mba-1301694/ (https://www.linkedin.com/in/frann-setzer-cfls-mba-1301694/) * Visit Setzer’s Family website: https://setzerfamilylaw.com/ (https://setzerfamilylaw.com/) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

5. 

   1 Jul 2026

   Care, Choice & End-of-Life Planning with Dr. Donald Moore and Christa Folkers

   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 at Autonomy Health, Dr. Moore and Christa help patients and families navigate complex medical, emotional, and end-of-life decisions with greater clarity, dignity, and autonomy. Their patient-centered approach focuses on education, thoughtful conversations, and empowering individuals to better understand their options while receiving compassionate support throughout the process. Tune in to the episode to hear about: * What Medical Aid in Dying (MAiD) is and why awareness around it remains limited * The legal, medical, and mental capacity requirements patients must meet to qualify for MAiD in California * Dr. Moore’s perspective on why earlier conversations around death and autonomy are so important * Christa sharing how grace, love, and preparation can transform difficult end-of-life experiences for families * How hospice referrals, community outreach, and education help patients better understand their options * The emotional and logistical realities families face when navigating serious illness and difficult medical decisionsLearn more about Dr. Donald Moore, Christa Folkers and Autonomy Health: * Connect with Dr. Donald on LinkedIn:  http://www.linkedin.com/in/donaldmooremd (http://www.linkedin.com/in/donaldmooremd) * Visit Autonomy Health’s website: https://www.autonomyhealth.org/ (https://www.autonomyhealth.org/) * Follow Autonomy Health on LinkedIn: https://www.linkedin.com/company/autonomyhealthmd (https://www.linkedin.com/company/autonomyhealthmd) * Follow Autonomy Health on Instagram: https://www.instagram.com/autonomy_healthmd (https://www.instagram.com/autonomy_healthmd) * Email Autonomy Health: info@autonomyhealth.org (mailto:info@autonomyhealth.org) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

6. 

   3 Jun 2026

   Unraveling the Complexities of Landlord-Tenant Relations with Lawrence A. Mudgett III, Esq.

   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 so much time? * How extensive are tenant protections? * The small (and AVOIDABLE) mistakes landlords make that derail evictions * How to collect unpaid rent * The added risk trustees face when renting out inherited properties Learn more about Lawrence A. Mudgett III, Esq.: * Visit Safer Law’s website: https://saferlaw.com (https://saferlaw.com) * Connect with Andrew on LinkedIn: https://www.linkedin.com/in/lawrencemudgett3 (https://www.linkedin.com/in/lawrencemudgett3) * Email Lawrence: lawrence@saferlaw.com (mailto:lawrence@saferlaw.com) ******************************* About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher: In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters. Watch more episodes of TRUST GBS: * YouTube: https://www.youtube.com/@LawGBS (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 (https://www.linkedin.com/in/lori-bolander-a62b97177) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com)

7. 

   13 Mar 2026

   I’m a Trustee — What Do I Do? Carly Maganuco and Damien Snow Have the Answers

   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 beneficiaries and heirs, obtaining an EIN, preparing a certification of trust for banks, among many more * The importance of documenting actions, tracking trustee time for fees, and using trust funds to hire professionals such as CPAs and attorneys * Typical complications a trustee may encounter Learn more about Carly Maganuco and Damien Snow: * Connect with Carly on LinkedIn: https://www.linkedin.com/in/carly-maganuco-esq-53499811a (https://www.linkedin.com/in/carly-maganuco-esq-53499811a) * Read Carly and Damien’s bios on Gallagher Bolander Smedley LLP’s website: https://www.lawgbs.com/about (https://www.lawgbs.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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com)

8. 

   4 Jun 2025

   End-of-Life Planning with Death Doula Nicole Soares

   End-of-life educator Nicole Soares discusses the importance of end-of-life planning, the role of a death doula, and navigating the legal and financial aspects of death with hosts Lori Bolander and Lauren Gallagher in an interview.

9. 

   30 Apr 2025

   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 (https://www.momentoestates.com) * Follow Momento Estates on Instagram: https://www.instagram.com/momento_estates_llc (https://www.instagram.com/momento_estates_llc) * Follow Momento Estates on Facebook: https://www.facebook.com/MomentoEstates (https://www.facebook.com/MomentoEstates) * Email: MomentoEstates@gmail.com (mailto:MomentoEstates@gmail.com) * Contact Momento Estates for a free consultation: https://www.momentoestates.com/about (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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com)

10. 

    24 Mar 2025

    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 (https://saferlaw.com) * Connect with Andrew on LinkedIn: https://www.linkedin.com/in/lawrencemudgett3 (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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com)

11. 

    28 Feb 2025

    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 (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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com/ (http://www.lawgbs.com/)

12. 

    14 Jan 2025

    Why You Need An Estate Plan & How to Get Started

    Estate planning experts Lori Bolander & Lauren Gallagher, certified in trust and estate law, guide listeners on creating a comprehensive estate plan to avoid probate, ensure smoother administration, and protect loved ones.

13. 

    30 Dec 2024

    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/ (https://www.linkedin.com/in/darylgolemb/) * LinkedIn Company Page: https://www.linkedin.com/company/golemb-accountancy-corp/about/ (https://www.linkedin.com/company/golemb-accountancy-corp/about/) * Website: http://golembcpas.com (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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

14. 

    18 Dec 2024

    Transforming Investments with Adam Nishikawa

    Adam Nishikawa, Vice President at Asset Exchange Co., shares how 1031 exchanges simplify investments by offering a flexible and tax-efficient way to reinvest across various property types.

15. 

    29 Nov 2024

    Decoding Real Estate Complexities with Annie Lopiccolo

    Real estate expert Annie Lopiccolo joins Lori Bolander and Lauren Gallagher to decode complex market dynamics, interest rates, and essential tips for buyers and sellers.

16. 

    29 Oct 2024

    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 (https://www.linkedin.com/in/jessica-strick-376a81247?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app) * Website: http://www.californiacompass.com (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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com/ (http://www.lawgbs.com/)

17. 

    15 Oct 2024

    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 (https://www.linkedin.com/in/stacy-baxter-45a2336) * Visit Baxter Fiduciary’s website: https://baxterfiduciary.com/ (https://baxterfiduciary.com/) * Email: stacy@baxterfiduciary.com (mailto: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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

18. 

    4 Oct 2024

    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 (http://www.broitmanlaw.com/) * Email: broitmanlaw@gmail.com (mailto: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 (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 (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

19. 

    2 Aug 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/ (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/ (https://www.trilogyfs.com/advisor/windus-fernandez-brinkkord-aif-cepa/) * Email: windus.fernandez@trilogyfs.com (mailto: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 (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/ (https://www.linkedin.com/in/lori-bolander-a62b97177/) * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12 (https://www.linkedin.com/in/lauren-gallagher-3b213b12/) * Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com (http://www.lawgbs.com/)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

12,503

Score snapshot 15 Sept 2025

Apple Podcasts (US)

1.0 / 5

1 ratings

Podcast Authority Score: 44 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

72

Engagement

0

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Based on episode analysis; this does not confirm that the show is currently accepting guests.

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