BGM Associates, LLC, is a partnership of Licsensed Fiduciaries. We provide services with respect for the dignity and uniqueness of every individual. Our company's main goal is to utilize our skills, knowledge and expertise for families in need and for individuals requiring special care and supervision by serving as conservators, trustees, guardians, and executors. We become a partner in your life care team.
BGM upholds the following values with the upmost integrity:
If an adult cannot care for and protect themselves, we are appointed by the court as a conservator of the person. Food, clothing, shelter and healthcare are primary concerns of the person acting as conservator.
When we are appointed as conservator of an estate, we pay bills, collect income, protect assets, budget responsibly and otherwise manage financial affairs. In all client matters we remain focused on the cultural, religious and ethnic wishes of our clients.
During probate, we collect estate assets, pay taxes and debts, and distribute the remaining assets to the beneficiaries.
For those under 18, we safeguard the investment, management and distribution of funds, carefully evaluating and considering long and short term life goals.
We work with you, your attorneys and advisors to carry out the estate plan as you envisioned.
As your chosen trustees for your estate plan, we responsibly carry out the terms and instructions of the trust.
A Trustee who manages trusts for beneficiaries who have special physical, mental health, emotional or other disabilities or requirements.
Our Certified Daily Money Managers work with you to get bills paid on time and organize your finances. We can help you with tax records, balancing checkbooks, payroll services, decoding medical bills, and negotiating with creditors.
Our Certified Care Managers assess current health, support systems and coordinate care for you or your loved one who requires assistance and companionship due to physical or cognitive impairments.
LeAndra has more than 25 years of experience across the spectrum of business and financial services. The last six years have been spent administering trusts and conservatorships. LeAndra’s work experience in various business platforms brings a broad expertise in trusts, estates and relationship management. As a California Licensed Profession Fiduciary (CLPF) and Daily Money Manager (DMM), LeAndra takes an analytical approach to address problems and create solutions. She’s a graduate of Azusa Pacific University with a MBA degree in Business Administration, Finance and Management. LeAndra serves on the Professional Fiduciary Association of California State (PFAC) Executive Board as Treasurer and on the State board Education Committee as a co-Chair.
LeAndra enjoys spending time with family and cooking. LeAndra cooks and volunteers through her church to feed and serve the community, she also works with local summer camps and youth organizations. She is also a professional Scottish Kilt maker.
Please contact me and let’s start the conversation about how I can be of service to you.
Susan B. Ghormley is a California Licensed Professional Fiduciary and attorney serving as court appointed conservator, as trustee in private and court supervised trusts and special needs trusts, estate administrator, and as guardian of the estate for youth. After many years successfully bringing nursing homes to court for neglect and abuse of elders, Susan sought to bring this expertise to the personal relationships that develop working on behalf of the elderly and disabled as a Fiduciary.
Susan is an active member of the Professional Fiduciary Association of California (PFAC) having served as State President, Vice President, Director of the Southern Region and Secretary of the Southern Region. Susan developed a Diversity and Inclusion Committee, has served as a Chair of the Education Committee.
In her spare time Susan has lead an annual high school and college student trip to Mexico to provide day camp for 80 to 100 barrio children and construction projects in the poorest part of Ensenada for over 17 years, as well as participating in a monthly homeless project where meals are prepared and delivered throughout San Pedro, CA. Susan is a frequent speaker at Women’s Retreats.
Norine Boehmer is a California Licensed Professional Fiduciary, California Licensed Tax Preparer, Certified Mediator through the Los Angeles County Bar. She has served as a Guardian Ad Litem for minors in the Federal Court. Norine has over 20 years of experience as a tax preparer.
Norine is an active member of the Professional Fiduciary Association of California (PFAC) having served for two years as State President, Vice President, Director of the Southern Region and Secretary of the Southern Region. Ms. Boehmer has served for eight years as co- chair of the legislative committee and served for many years as Chair of the Fundraising Committee for the Annual Conference.
We look forward to working with you!
If you have additional questions, please contact us.