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

* Join a Community Event of The Death Network: https://www.meetup.com/the-death-network/events

* Connect with Penny on LinkedIn: https://www.linkedin.com/in/penny-waugh-1724964

* Follow The Death Network on Instagram: https://www.instagram.com/thedeathnetwork

* Watch The Death Network on YouTube: https://www.youtube.com/@TheDeathNetworkCA

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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

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

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

* Get in touch with Donovan: https://advisor.ml.com/sites/ca/carlsbad-ca/the-special-needs-team/donovan.r.filpi

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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

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

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/

* Visit Setzer’s Family website: 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

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