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 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

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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 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 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

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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 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 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

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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 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 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

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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 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 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

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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 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:

*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

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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, 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 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

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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 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 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

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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