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

* 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

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]

***********************************

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