Simplifying the Complicated
Simplifying the Complicated
Podcast Description
In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.
Podcast Insights
Content Themes
The podcast covers critical themes such as estate planning, financial management, guardianship, and tax implications related to trusts. Episodes include discussions on the importance of having an estate plan, the role of executors in probate, and the nuances of 1031 exchanges in real estate.
In each episode of Simplifying the Complicated, we’ll get together with other professionals and have fun talking about trust and estate matters.
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: [email protected]
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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
Disclaimer
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