You're not imagining it: the pressure on women in the "sandwich generation" is intense. In this deeply validating conversation, host, Sara Ecklein welcomes Johanna Eigen, a systems integrator for families navigating special needs, aging parents, and estate complexity. Together, they dismantle the myth that you have to manage it all yourself and offer real solutions for bringing in help before crisis hits.

In this episode, you'll discover:

• What it truly means to "hold the center" in your family and how to stop doing it alone
• How to recognize subtle red flags before they become full blown emergencies
• A practical framework for mapping your family system, so you can breathe again and start getting support

Press play to hear how to shift from burnout to supported caregiving that honors your legacy and well-being.

Connect with Johanna: 

jeigenlife.com
LinkedIn
Email: Johanna@JEigenLIFE.com

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

You signed the documents. You checked the box. But what if your estate plan could still fail your family when it matters most?

Even the most beautifully drafted plan can unravel if key, often overlooked, steps are missed. In this episode, host Sara Ecklein, professional trustee and founder of Trust & Honor, reveals the three biggest estate planning mistakes she sees again and again and how you can avoid them with a few simple steps.

In this episode, you’ll learn:

• Why signing documents isn’t the finish line and the next step you can take today
  
  
• How to choose the right people to carry out your wishes (not just the ones you feel obligated to name)
  
  
• The one step most people skip that renders their trust useless and how to fix it 

Don’t leave your legacy to chance. Press play to protect your loved ones with a plan that works.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

If estate planning feels overwhelming, you're not alone. In this special episode, Sara distills insights from over 50 expert conversations into the clearest, most actionable guidance for women raising kids and caring for aging parents. No fluff, just the essentials that cut through the noise and help you protect what matters most. 

In this episode, you'll discover: 

• The three essential questions your estate plan must answer
• The four key documents almost every family needs to get started 
• Why pairing planning with education is the secret sauce to an estate plan that truly works 

Press play to finally understand estate planning in a way that feels doable and empowering. 

Referenced In this Episode: 

Ep 2 with Patricia De Fonte

Ep 4 with Megan Moghtaderi

Ep 11 with Ali Goff

Ep 28 with Jen Gumble

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Estate planning isn't just about signing documents, it's about setting your loved ones up for clarity and peace during some of life’s hardest moments. This episode speaks directly to women balancing family and caregiving, offering practical steps to ensure your successor trustee isn’t lost in a maze when the time comes.

In this episode, you will:

• Discover what actually happens when a successor trustee becomes activated
  
  
• Learn the key details your trustee needs beyond your estate planning documents
  
  
• Walk away with a step-by-step action plan to organize and communicate critical information now, not later
  
  

Press play to learn how to create a clear roadmap that empowers your loved ones to honor your wishes with confidence and ease.

Referenced in this episode:

Episode with Adam Zuckerman: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to Navigate

DM Sara on LinkedIN for the LEGACY Framework Download

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

If you're a mom juggling caregiving, work, and your own family, these conversations can feel like walking a tightrope. In this episode, host Sara Ecklein is joined by Jill Mastroianni, former practicing estate planning attorney and host of the Death Readiness Podcast, to explore why traditional approaches often backfire and the unseen emotional dynamics at play when aging parents resist planning their future.

In this episode, you’ll discover:

• A mindset shift that transforms hard conversations from confrontation into collaboration 
  
  
• The real reason your parents may seem “in denial” and what’s actually happening beneath the surface
   
• The single most important step to take if you’re unsure whether your parents still have legal capacity to plan or what to do if it’s already too late

Press play to learn how to support your aging parents with more empathy, clarity, and collaboration without pushing or power struggles.

Referenced in this episode: 

Episode 17: How Powers of Attorney Work, When to Use Them, and When It’s Too Late to Get One

Episode 28: How to Protect Your Aging Parents and Avoid Probate Court

DM Sara on LinkedIn for the Free LEGACY Framework download

Connect with Jill:

DeathReadiness.com

The Death Readiness Podcast

Email: jill@deathreadiness.com 

Linkedin

Facebook

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

In this heart-felt, honest episode, host Sara Ecklein shares five quick and practical tips that are helping her manage stress while navigating a big life transition and how you can use them too.

In this episode, you will:

• Learn how to find micro-moments of calm when life won’t slow down
• Discover a simple mindset shift to release the pressure of perfection
• Understand why caring for yourself is key to building a meaningful legacy
  
  

Hit play now to discover 5 simple ways you can feel more resourced, grounded, and supported in the messy middle of life. 

Books Referenced in this Episode:

Do Less by Kate Northrop

Fair Play by Eve Rodsky

Boundary Boss by Terri Cole

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

You’re not alone. Many delay planning because it feels too complicated, emotional, or just plain scary. But what if there was a clear, empowering path that helped you move from intention to action without the confusion?

In this episode, you will: 

• Discover the 6 simple steps of the LEGACY Framework to guide your estate planning journey
• Learn from real-life stories what not to skip and why
• Identify the next small (but powerful) action you can take today to begin your plan
   

Press play to finally understand what estate planning looks like when it’s rooted in love, clarity, and confidence, no legal jargon required.

👉 DM Sara on LinkedIn for your free LEGACY Framework download

Referenced in this episode:

Episode 2: Estate Planning With Heart: Create an Estate Plan for Your Life, Legacy, and Peace of Mind

Episode 4: Planning for Peace: Estate Planning Essentials (Living Trusts, Wills, Powers of Attorney, and Securing Your Legacy)

Episode 15: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to Navigate

Episode 17: How One Conversation Transformed a Father-Daughter Relationship And What It Teaches Us About Legacy

Episode 28: What Most People Get Wrong About Estate Planning—and How Education Can Protect Your Legacy

Episode 46: The Power of Intention: How Moms Can Shape a Legacy That Lasts Beyond a Lifetime

Episode 47: Why “Set It and Forget It” Estate Planning Is Failing Women

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many people assume they’re “covered” because they have a will or trust in place. But without integrity—the alignment between your documents, decisions, values, and the people involved—your plan could leave behind legal messes and fractured relationships. This final episode of our three-part series on intentional planning uncovers what most families don’t realize until it’s too late: why integrity is the key to a legacy that lasts.

In this episode, you’ll discover:

• How integrity acts as the glue that holds your plan and your legacy together
• Why misalignment between your documents, decisions, team, and values can lead to family heartbreak
• What a real-life, integrity-filled plan looks like and how you can create that same sense of peace and clarity for your family

Listen now to learn how estate planning with integrity creates a legacy defined by clarity and love.

Referenced In this Episode: 

The Way of Integrity by Martha Beck

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Too many approach estate planning as a one-and-done task, missing a crucial truth: your identity and life evolves. And when your plan stays stuck in the past, it can't reflect who you’ve become, or the legacy you truly want to leave. If you're juggling caregiving, motherhood, and building a life aligned with your values, this episode will help you see estate planning through a new lens.

In this episode, you will:

• Discover why updating your estate plan to reflect your evolution is key to building a legacy that truly reflects YOU
• Hear a powerful story about what happens when you cling too tightly to control and the ripple effects it can have on others
• Learn how to embrace vulnerability and personal growth as strengths in both motherhood and your estate planning
  
  

Press play now to discover how honoring your evolution can transform the legacy you live and leave. 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Too often, estate planning is reduced to legal documents and a list of assets. But if you’re a woman balancing the care of your children and your aging parents, you know your legacy is about more than money, it's about meaning. 

This episode helps you move beyond fear and start with intention, so your plan becomes a reflection of who you are and what truly matters.

In this episode, you will:

• Discover why setting intention is the most powerful first step in planning your legacy.
• Learn how one woman’s purposeful planning continues to shape her family’s life years after her passing.
• Hear a deeply personal practice you can adopt today to align your estate plan with your heart and values.

Listen now to learn how to infuse your estate plan with intention and start shaping a legacy that lives beyond you.

Referenced Episode: 

Episode 42: Why We Avoid Estate Planning & How to Start from a Place of Love (Even as a Busy Mother)

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

As mothers in the sandwich generation, it’s easy to get caught up in the busyness of life - juggling work, caregiving, and constant to-dos, while delaying the deeper question of legacy. This episode offers a powerful pause to reevaluate what truly matters and how you're showing up now, not just for your family’s future, but for today.

In this episode, you will:

• Discover the real essence of legacy and why it has less to do with assets and more to do with presence
• Hear a wake-up call that reframes estate planning 
• Learn a transformative question that can help you live in deeper alignment with your values starting today

Listen now to reconnect with the heart of your legacy and take the first step toward living it with intention.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

If you're a mother thinking about your family's future, you already know how important it is to protect what matters most. But how do you find the right estate planning attorney — one who sees the full picture of your life, your legacy, and your values?

In this episode of The Legacy of Love, host Sara Ecklein shares what you need to know before choosing legal support for estate planning. Drawing from years of firsthand experience, Sara offers a practical and emotional roadmap to help you build a legacy with confidence. 

In this episode, you’ll discover:

• How to find an attorney who specializes in estate planning for complex family structures, including blended families and special needs trusts.
• The crucial emotional cues to look for during the interview process that go beyond credentials and fees.
• Why working with estate planning attorneys who handle both drafting and administration can save your family stress and confusion later.

Listen now to feel confident and empowered before making one of the most important legal decisions of your life.

Referenced in this Episode:

Super Lawyers

The Academy of Special Needs Planners

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Family businesses are built with heart, legacy, and relationships, but succession can quickly become a source of stress, confusion, or even conflict. Whether you’re a business owner eyeing retirement or a next-gen leader stepping into a bigger role, this episode unpacks the emotional and logistical challenges of transitioning a business with intention and care.

In this episode, you will:

• Learn how to create a values-driven transition roadmap that aligns your business goals with your family's needs
• Hear a candid, real-life story of partnership and succession between two generations of leaders—what worked, what didn’t, and what surprised them
• Discover key signs your business is (or isn’t) ready for succession planning and how to open up the right conversations, whether you’re the founder or the future heir

If you're ready to gain clarity and confidence around the future of your business and family legacy, hit play on this powerful episode.

Connect with Andrea Carpenter: 

Your Next Gen Friend: https://yournextgenfriend.com/ 

The Transition Strategists: https://transitionstrategists.com/ 

Instagram: https://www.instagram.com/yournextgenfriend/ 

LinkedIn: https://www.linkedin.com/in/andreashaver/

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

It's not just about time, money, or overwhelm. In this episode of Legacy of Love, host Sara Ecklein reveals the deeper reason we delay this critical work and how that resistance could jeopardize the very legacy we hope to leave behind.

If you're raising kids and caring for aging parents, estate planning might feel like a daunting task, but it doesn’t have to be. Learn how reframing the process from fear to love can make all the difference in how you protect your family’s future.

In this episode, you’ll learn:

• Why procrastination in estate planning runs deeper than just being “too busy”
• How emotional resistance can quietly sabotage your legacy
• One powerful mindset shift to help you take action without overwhelm

Start listening now and take the first small, loving step toward the legacy your family deserves. 

Referenced in this Episode: 

The Denial of Death (book)

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Grief is often a topic we avoid—until life forces it upon us. In this deeply moving episode of the Legacy of Love Podcast, host Sara Ecklein sits down with Amy Shaw, a mother of 10, widow, and author of Navigating Goodbye, who faced unimaginable loss and found strength through radical acceptance and faith. Whether you're supporting a loved one through illness, raising children, or striving to live more intentionally, this conversation will shift your perspective.

In this episode, you will: 

• Learn how to embrace grief as a pathway to deeper connection and purposeful living
• Discover why involving children in hard conversations can be the most loving act
• Understand how openly discussing death can profoundly transform how we live and the legacy we leave behind

Press play to hear a courageous and soul-stirring conversation that will challenge how you love, grieve, and build your legacy.

About Amy Shaw:

Amy Shaw never set out to become an end-of-life concierge. But after years of living abroad and raising ten children—four biological and six adopted—her world shifted when her husband Brian was diagnosed with a terminal illness. Together, they made a radical choice: to celebrate his life rather than fear the end. That journey inspired Walk the Red, Amy’s signature program that empowers individuals and caregivers with a compassionate protocol for dying well.

Connect with Amy:

Website

Amy Shaw's book: Navigating Goodbye: A Guide for Those Blindsided by Terminal Illness

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Most people wait too long to talk about death, until it’s too late. But what you do now determines how your family will heal, remember, and carry on. In this powerful episode, grief counselor and death doula Dr. Kimberly Harms reveals how to create an emotional legacy that comforts and guides your loved ones long after you're gone.

In this episode, you will:

• Uncover the life-changing power of an “emotional insurance plan” that supports your family beyond money
• Learn how to break through fear and resistance to have honest, healing conversations about death
• Get practical steps to start building a legacy of love—one your family can lean on when they need it most

Don’t wait for a crisis—press play to learn how to leave behind something that truly lasts.

About Dr. Kimberly Harms:

Dr. Kimberly Harms is a grief counselor, death doula, and international speaker on grief, conflict, and legacy planning. After losing her mother and son to suicide, followed by the death of her husband of 44 years, she helps others navigate the emotional side of end-of-life planning. Her most important role now is mother to her two surviving children and grandmother to 6 precious grandchildren.

Connect with Dr. Kimberly Harms:

Website

Facebook

Dr. Kimberly Harms’s book: Are You Ready? How to Build a Legacy to Die For! 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

This week, Sara shares her recent guest appearance on The Death Readiness Podcast with host Jill Mastroianni. 

Many families avoid estate planning and care conversations, only to face conflict, confusion, or crisis when decisions can no longer be delayed. This episode reveals how early, intentional planning rooted in love can preserve both relationships and legacy.

In this episode, you will:

• Understand what a professional fiduciary really does and how they can prevent family conflict
• Learn how mindfulness and neutrality can guide better decisions in emotionally charged situations
• Discover the critical difference between estate plans that look good and those that actually function well

Listen now to uncover how a thoughtful, heart-centered approach to planning can protect your family and your legacy.

Connect with Jill:

The Death Readiness Podcast

DeathReadiness.com

Referenced in this Episode:

• Take the Quiz: Could a professional fiduciary prevent your estate plan from becoming a battlefield? 
• Five Wishes
• Pet Important Information Sheet
• Michigan Guardianship Case: In re Guardianship of AMS
• Michigan estate planning attorney: Meaghan Miracle, Miracle Law
• Watch the video: Do you need a will?

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

In this eye-opening episode, Sara Ecklein sits down with forensic accountant Kelly Todd to uncover how financial misconduct often begins quietly, close to home, and why older adults are especially at risk. From emotional manipulation to overlooked red flags, this conversation explores the human side of fraud and how to stop it.

In this episode, you will: 

• Learn why older adults are prime targets for financial exploitation and how to recognize early warning signs
• Hear real-world stories of financial betrayal and how families can recover and rebuild trust
• Get expert strategies to proactively safeguard your loved ones during life transitions like aging, estate planning, or divorce

Listen now to gain practical tools and insights to protect your family and legacy.

About Kelly Todd:

Kelly Todd is a forensic accountant with over 30 years of experience investigating fraud, financial misconduct, and complex financial disputes. Now focused on prevention, Kelly empowers families, professionals, and organizations to recognize the red flags of financial betrayal before damage is done. 

With expertise on fraud psychology and a passion for prevention, Kelly helps clients navigate major life transitions—from divorce to estate and elder care—by fostering awareness and vigilance.

Connect with Kelly Todd: 

LinkedIn

ForensicStrategic.com

Referenced in this Episode:

True Link Financial Prepaid Card

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Most estate plans focus on wills, trusts, and life insurance, but forget the digital footprint we all leave behind. In this eye-opening episode, Certified Executor Advisor David Edey explains why digital asset planning is essential to avoid stress, confusion, and potential loss for your loved ones.

In this episode, you will:

• Understand what digital assets are and why ignoring them can create chaos
• Learn how to organize your digital life so it’s secure, accessible, and thoughtfully passed on
• Hear how David’s personal experience with his parents’ estate shaped his mission to help others plan smarter

Press play to ensure your estate plan covers everything, including your digital legacy.

About David:

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, Stories of Life, Death and Legacy.

Get his book: Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights 

Connect with David:

The Executor Help Podcast

DavidEdey.com

LinkedIn

Facebook

Referenced in this Episode: 

Episode 12: Generational Wealth Transfer: How to Avoid Family Conflict and Plan for the Future with Cindy Arledge

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many entrepreneurs focus on growing their business, but overlook the equally important work of protecting their wealth and preparing the next generation. In this episode, Peter Culver shares expert strategies for designing a legacy that aligns your financial success with your family’s long-term values and vision.

In this episode, you will:

• Learn why succession planning is vital, and often ignored by business owners
• Discover how to integrate your values into a lasting legacy that goes beyond the balance sheet
• Get practical tools to prepare your heirs for wealth, responsibility, and purpose

Press play to explore how thoughtful planning can help you build wealth that lasts and a family mission that lives on.

About Peter:

Peter co-founded Freedom Family Office to help entrepreneurs produce predictable income, build their legacy, and create their ideal life. Peter has started four financial services companies and written two books. 

Peter lives in NYC and Connecticut with his wife, Anna, and his four children. When he's not serving his many entrepreneurial clients or spending time with his family, he's passionate about golf, fly fishing, and hiking. 

Connect with Peter:

Facebook

LinkedIn

TalktoFreedom.com

WealthThrive.com

Referenced in this Episode:

The Power of a Legacy Letter: Leaving Words That Last a Lifetime with Blake Brewer

Family Wealth by James Hughes

Tom Rogerson's Family Governance Consulting

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Death is inevitable, yet most of us avoid talking about it—leaving ourselves and our loved ones unprepared. In this conversation, death doula Jill McClennen shares how end-of-life planning, grief rituals, and intentional presence can transform both the dying process and the way we live.

In this episode, you will:

• Learn what a death doula is and how their non-medical support brings peace and clarity at the end of life
• Discover how embracing mortality helps you live with more purpose and connection
• Explore grief rituals and legacy practices that honor both the dying and the living

Press play to uncover how planning for the end can help you live—and love—with more intention.

About Jill:

Jill McClennen is a certified death doula and end-of-life coach offering holistic, soul-centered support to individuals and families navigating death and grief. Through her virtual practice, Jill guides clients in preparing emotionally and spiritually for end of life, drawing on trauma-sensitive yoga, reiki, and shamanic healing. She’s also the host of the Seeing Death Clearly podcast, where she explores death with honesty and compassion. Jill’s path began with caring for her own grandmother—an experience that now fuels her mission to help others face death with clarity and love.

Connect with Jill:

EndofLifeClarity.com

Podcast: Seeing Death Clearly

Facebook

Instagram @endoflifeclarity

LinkedIn

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

End-of-life moments offer a clarity about what matters most, but we don't have to wait for loss to start living with intention. In this heartfelt episode, hospital chaplain Christine Davies shares lessons from nearly 20 years of walking alongside people in their final days, offering powerful insights into grief, grace, and the transformative power of being fully present.

In this episode, you will:

• Discover the four messages Christine believes everyone should speak before it's too late
• Learn how end-of-life experiences can deepen your sense of purpose and realign your values
• Explore the difference between religion and spirituality and how both can show up in moments of goodbye

Press play to gain timeless wisdom that will help you live more fully and leave behind a legacy of presence, connection, and love.

About Christine:

Rev. Christine Vaughan Davies is a Presbyterian minister, seminary professor, certified pastoral educator, and trained spiritual director with over two decades of experience in chaplaincy and healthcare. With advanced degrees in divinity and social work, Christine blends clinical insight with spiritual care to help others navigate grief, loss, and meaning-making. Through her writing and teaching, she encourages wholehearted self-care, sacred listening, and weaving spiritual practice into everyday life. Christine lives on a small farm in New Jersey with her family, where she tends to chickens and raises her children with joy and intention.

Connect with Christine:

ChristineDavies.com

LinkedIn

Instagram @cvdavies

Facebook

Referenced in this Episode:

Atomic Habits by James Clear

The Four Things That Matter Most by Ira Byock

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

A serious diagnosis impacts more than just the person receiving it—it disrupts entire family systems. In this compassionate conversation, therapist Chelsea Kramer explores how to support loved ones through health challenges while maintaining open communication and mental health for everyone involved.

In this episode, you will:

• Learn how to create space for difficult conversations without rushing to fix or avoid them
• Discover why caregiver burnout is real and what you can do to protect your own mental health
• Explore how redefining acceptance as a daily practice can foster connection in times of uncertainty

Press play to gain the insight and support you need to face illness and caregiving with compassion.

About Chelsea:

Chelsea Kramer is a Licensed Marriage and Family Therapist in Seattle, WA. Over her 13 years of practice, she's helped countless individuals, couples, and families build better relationships and adapt to life's challenges.

Chelsea specializes in grief, anxiety, and trauma. Common populations in Chelsea's practice include individuals and families facing acute and chronic illness, pregnancy loss, medical trauma, and loss.

Connect with Chelsea:

ChelseaKramerTherapy.com

On Instagram @chelseakramertherapy

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Traditional estate plans often miss the mark for LGBTQ+ individuals and families, leaving identity, healthcare access, and chosen family unprotected. In this episode, attorney Rebecca Secord shares how to create an inclusive, affirming plan that truly reflects who you are and the people you love.

In this episode, you will:

• Learn how to safeguard chosen family, reproductive autonomy, and trans rights through thoughtful estate planning
• Discover why naming guardians, setting healthcare directives, and inclusive language matter more than ever
• Explore how working with LGBTQ+-affirming professionals can transform estate planning into an act of love and protection

Press play to find out how inclusive estate planning can protect your identity, your loved ones, and your legacy—on your terms.

About Rebecca Secord:

Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its "Estate Planning with Heart®" philosophy. Rebecca focuses on estate planning but never really left her real estate roots – she’s obsessive about all things real estate and helps clients plan smarter around property, co-ownership issues and making sure their wishes actually stick.  Her approach aligns with De Fonte Law's mission to provide personalized estate plans that empower heirs, preserve family harmony, and reflect individual values. 

Passionate about demystifying the legal process, Rebecca actively engages in educating clients and the community. She frequently leads workshops and speaks on topics related to estate planning and real estate, embodying De Fonte Law's commitment to client education and empowerment. 

Connect with DeFonte Law:

DeFonteLaw.com

DeFonte Law On YouTube

DeFonte Law on LinkedIn

Referenced in this Episode:

Listen to Legacy of Love Episode 2 with Patricia Defonte: Estate Planning with Heart: Creating Plans for Life and Legacy here. 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Caring for someone with dementia can feel overwhelming, but it doesn’t have to mean losing connection or dignity. In this powerful episode, Teepa Snow shares how to shift from “caregiving” to “care partnering” and reveals practical, relationship-based strategies for navigating brain change with empathy and skill.

In this episode, you will:

• Discover the P.I.P.E.S. framework and how it can improve communication and care
• Learn why shifting your mindset from caregiver to care partner transforms the entire experience
• Gain practical tools to preserve dignity, reduce conflict, and foster meaningful moments, even in late-stage dementia

Press play to reimagine dementia care with compassion, connection, and confidence—no matter where you are on the journey.

About Teepa:

Teepa Snow is a globally recognized dementia educator and the founder of Positive Approach to Care® (PAC), now active in over 30 countries. An occupational therapist with over 40 years of experience, Teepa developed the GEMS® State Model and PAC training techniques to support those living with brain change. Her work blends clinical expertise, caregiving experience, and compassionate communication to transform dementia care. Through engaging teaching and practical tools, Teepa empowers families and professionals to provide dignified, person-centered support.

Connect with Teepa:

Facebook

Instagram @teepasnows_pac

LinkedIn

Youtube

Visit TeepaSnow.com for educational video clips, DVDs, books, information on individual certifications, online support groups, virtual and onsite trainings, or to subscribe to a free monthly newsletter.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

As aging parents need more support, many families are left scrambling to make critical decisions without a clear plan. In this episode, Amy Friesen of Tea & Toast shares expert strategies to navigate retirement living, long-term care, and in-home support, while protecting your peace of mind and your parent’s dignity.

In this episode, you will:

• Learn how to simplify the process of finding the right care options for your loved ones
• Discover how proactive planning and proper legal documents can ease stress during difficult transitions
• Get compassionate advice for helping parents stay in their homes longer and supporting yourself in the process

Press play to take the guesswork out of senior care and find confidence in the choices ahead.

About Amy:

Amy Friesen is the founder of Tea & Toast and a leading expert in senior living with over 20 years of experience. She’s known for her compassionate, personalized approach to navigating eldercare. Amy helps families find the right senior-living options with clarity and confidence, easing the stress of care decisions and supporting long-term planning.

Get a copy of her book, Breadcrumbs, here. 

Connect with Amy:

TeaAndToast.ca

Facebook

Twitter/X

YouTube

Instagram @teaandtoastottawa

LinkedIn

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Too often, decisions about aging and long-term care are made in moments of stress. In this episode, Laura Lynn Morrissey shares how proactive life care planning can help you or your loved ones age on your own terms, avoid family conflict, and protect your financial legacy.

In this episode, you will:

• Learn how to plan ahead with long-term care insurance
• Discover how to evaluate care options, from home care to assisted living, without overwhelm
• Shift your perspective on aging from decline to vitality and opportunity

Press play to take control of your future—or support a loved one—with clarity, confidence, and compassion.

About Laura Lynn:

Laura Lynn Morrissey is the founder of SilverSavvy, where she helps individuals over 60 embrace aging with confidence, connection, and purpose. A certified trainer, nutritionist, aging specialist, and dementia practitioner, Laura Lynn offers compassionate, practical support for life care planning. Through SilverSavvy, she empowers families to navigate aging as a season of vitality, growth, and legacy.

Connect with Laura Lynn:
On LinkedIn

SilverSavvy.com

Follow SilverSavvy on Facebook

Follow SilverSavvy on Instagram @silversavvyagewell

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many people assume their estate planning is “done” once documents are signed, but that’s where the real work begins. In this episode, attorney Jen Gumbel breaks down why education is the missing link in most estate plans and how understanding your own documents can be the difference between a smooth transition and a costly probate mess.

In this episode, you will:

• Learn the most common estate planning mistakes and how to fix them before it’s too late
• Understand what your documents actually do and how to align them with your financial strategy
• Discover how proper trust funding and asset alignment can prevent unnecessary probate and confusion

Press play to take control of your estate plan and make sure it works exactly the way you intend.

About Jen:

Jen Gumbel is a probate and estate planning attorney, educator and creator of Organized (after)Life. Jen has spent over a decade teaching her own clients and other attorneys about the legal issues that come up at death. She's an expert that makes this complex topic understandable, approachable, and - importantly - doable.

Connect with Jen:
On Instagram @jengumbel

OrganizedAfterLife.com

Referenced in this Episode:

Legacy of Love Episode 10: Transforming End of Life Care: Compassionate Guidance for Life's Final Transition with Barbara Karnes

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many of us chase financial success hoping it will bring fulfillment—only to find ourselves stuck in patterns of scarcity or disconnection. In this episode, financial advisor Elizabeth Husserl invites us to redefine wealth itself, exploring how to cultivate abundance in every area of life through her holistic Wealth Mandala framework.

In this episode, you will:

• Learn how to shift from a scarcity mindset to one of embodied abundance and wellbeing
• Discover how to become a conscious consumer and redefine your relationship with “enough”
• Explore the power of body-centered practices to experience wealth beyond money

Press play to transform your view of wealth and start cultivating a richer, more meaningful life—starting from within.

About Elizabeth:

Elizabeth Husserl is a registered investment advisor representative, financial advisor, and cofounder of Peak360 Wealth Management, a boutique wealth planning firm. She holds a BS in economics from Tulane University and an MA in East-West psychology from the California Institute of Integral Studies, where she has also taught as an adjunct professor. Her experience spans nonprofit work throughout the Americas, and she is a highly sought-after speaker, having led workshops at major tech companies, including Airbnb, Unity, and Google. She lives in the San Francisco Bay Area with her husband and daughter.

Get her Book: The Power of Enough: Finding Joy in Your Relationship with Money

Connect with Elizabeth:

Facebook

Instagram @elizabethhusserl

LinkedIn

ElizabethHusserl.com

Referenced in this Episode:

Download the Wealth Mandala Exercise here 

The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

At midlife, many of us start asking deeper questions about purpose and impact. In this episode, psychologist and founder of The Mentor Project, Deborah Heiser, reveals why mentorship may be one of the most powerful and fulfilling answers—benefiting not just mentees, but mentors themselves.

In this episode, you will:

• Discover how mentorship at any stage of life can foster connection, purpose, and personal growth
• Learn about the power of lateral mentorship and how guidance isn’t just top-down—it’s relational
• Explore how technology, vulnerability, and intention can deepen mentor-mentee relationships

Press play to explore how mentorship can help you stay relevant, connected, and create a legacy that lives on.

About Deborah:

Deborah Heiser, Ph.D., is an Applied Developmental Psychologist, TEDx speaker, author, and founder of The Mentor Project. She serves as an adjunct professor at SUNY Old Westbury and is a regular media expert featured in outlets like The New York Times and Thrive Global. Deborah’s research focuses on aging, depression, dementia, and frailty, with grants from NIA/NIH and Pfizer. She has received international recognition for her work and held leadership roles in aging and psychological associations across New York.

Get Her Book: The Mentorship Edge

Connect with Deborah:

DeborahHeiser.com

On Instagram @deborah_heisertmp

On LinkedIn

On Substack

The Mentor Project on Facebook

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many women still feel unsure or unprepared to take full ownership of their financial futures. In this episode, seasoned financial advisor Cathy Curtis shares how to break through those barriers, take control of your wealth, and build a secure plan that reflects your goals and values.

In this episode, you will:

• Understand why women often defer financial decisions and how to step into confidence 
• Learn the essentials of estate planning and how to prepare for the emotional side of inheritance
• Discover how to define your personal “enough” point and make wealth decisions aligned with your life

Press play to gain practical strategies and motivation to take charge of your financial future.

About Cathy:

Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a boutique wealth management firm dedicated to empowering single women and women-led households to build thoughtful, strategic financial plans. Known for her warm, personalized approach and deep expertise, Cathy integrates comprehensive financial planning and investment management to help her clients achieve their most meaningful goals. She also shares her insights through her Substack, Wealth Whisperings, and her newsletter, Musings on Life and Finance.

Connect with Cathy:

CurtisFinancialPlanning.com

Musings on Life and Finance Newsletter

Wealth Whisperings Substack

Cathy's podcast: Financial Finesse

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Estate planning for blended families comes with unique emotional and financial challenges, especially when it involves co-owned property, children from prior marriages, or future business succession. In this episode, Sara Ecklein and Emily Bouchard tackle these issues head-on, offering real strategies for building trust and unity across generations.

In this episode, you will:

• Learn how to approach estate planning in a blended family without creating conflict or confusion
• Discover how to create a multi-generational governance plan rooted in shared values and purpose
• Get expert advice on preparing rising generation leaders for family wealth and business transitions

Press play to learn how thoughtful planning can strengthen blended families and build a legacy that lasts.

About Emily:

Emily Bouchard understands the unique challenges families experience when it comes to love and money. She assists clients in effectively communicating about complex situations for greater ease with family decision-making. She specializes in stepfamily dynamics, multi-generational family governance, rising generation leadership and education, and family business succession. Emily brings over 20 years of experience and training to her work as a fractional Chief Learning Officer. She is the author of Estate Planning for the Blended Family and Beginners Guide to Purposeful Prenups. When she is not traveling to speak or lead family meetings, she lives on a 10 acre ranch with nine horses, where she facilitates transformative retreats.

Connect with Emily:

EmilyBouchard.com

On LinkedIn

On Instagram @emily4families

On Facebook

Her Books:

Beginners Guide to Purposeful Prenups: Three Essential Elements for a Successful Prenup Conversation

Estate Planning for the Blended Family

Referenced in this Episode:

The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will by Susan B. Turnbull

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Whether you’re the firstborn, the middle child, the youngest, or an only, birth order can influence how you see yourself and interact with the world. In this episode, Dr. Robert Hurst breaks down the psychology of birth order and how it impacts everything from relationships to career paths.

In this episode, you will:

• Learn how your birth order role affects personality development, leadership, and life choices
• Discover the concept of “double birth orders” and how age gaps between siblings can shift family dynamics
• Gain tools to better understand your children—or yourself—through the lens of sibling position

Press play to uncover how your birth order shapes who you are and how you connect with the people closest to you.

About Dr. Hurst:

Dr. Robert Hurst has been treating his Orthodontic patients for over 50 years. During this time he has observed their behaviors and followed them through adulthood. Using Birth Order theory he has discovered Double Birth orders. This is the Rosetta stone to understanding everyone. Educated at both Indiana University and Harvard, he has shared his observations in the book Life's Fingerprint: How Birth Order Affects Your Path Throughout Life.

Connect with Dr. Hurst:

MyBirthOrder.Com

His Book: Life's Fingerprint: How Birth Order Affects Your Path Throughout Life 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Navigating public benefits can be frustrating and confusing, especially when the rules seem to change or contradict each other. In this episode, public benefits expert Daniel Fortuno demystifies these systems with decades of real-world insight and shares how to maximize support without falling into common traps.

In this episode, you will:

• Learn the key differences between SSI and SSDI and why mistaking one for the other can cost you
• Discover how to preserve benefits while planning for the future including 2025 financial thresholds you need to know
• Understand the importance of medical documentation between ages 18–22 and how to build a flexible safety net

Press play to simplify the complexity of public benefits and take smart, informed steps to receive this crucial support for your loved one with disabilities.

About Daniel:

Daniel Fortuno is a leading expert on public benefits for individuals living with disabilities. He is the President and CEO of Benefits Education Center, based in California. He and his team have mastered the art of coordinating comprehensive public benefits that are available to individuals with disabilities. Contact the Benefits Education Center to schedule a free consultation. 

To learn more about maximizing benefit opportunities:

Benefits Education Center Website

Email: daniel@benefitsec.com

BEC Telephone: (562) 881-6199

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

For parents of children with disabilities, the pressure to secure both immediate care and lifelong financial stability can be daunting. This episode sheds light on how strategic estate planning and the right financial tools can ease that burden and protect what matters most.

In this episode, you will:

• Understand why planning for two lifetimes is essential and how to do it without feeling overwhelmed
• Learn how special needs trusts and life insurance can work together to preserve government benefits and ensure lasting care
• Discover the value of building a coordinated team of professionals to support your long-term goals

Press play to gain expert insights and create a solid financial future for both you and your child with special needs.

About Michael:

Michael Ringel empowers families with children with special needs to protect, grow, and enjoy their wealth. His focus is on educating families about the importance of planning for the special individual in their lives. His topics of expertise include special needs trusts, ABLE accounts, retirement planning, funding special needs trusts and planning for two lifetimes.

Connect with Michael:

Facebook

LinkedIn

Website: MikeRingel.com

Book a Free Consultation 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Planning for the future of a child with disabilities often feels overwhelming, especially when trying to balance financial security with access to public benefits. In this episode, attorney Ellen Cookman breaks down how special needs trusts can give families peace of mind and protection.

In this episode, you will:

• Learn how special needs trusts work and how they protect benefits like SSI and Medicaid
• Discover the most common planning mistakes families make and how to avoid them
• Gain peace of mind with flexible strategies that adapt to your child’s evolving needs over time

Press play to gain the knowledge and tools you need to secure your child’s future and protect your legacy with confidence.

About Ellen: 

Ellen Cookman is the principal attorney of Cookman Law in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources.

Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law and her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen has a very popular YouTube channel titled “Ellen Cookman – Special Needs Trust Attorney.”

Connect with Ellen:

YouTube Channel

LinkedIn

Facebook

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

In a world full of noise and distraction, many parents struggle to communicate their love and values to their children. This episode reveals how a legacy letter can become a timeless gift—one that shapes your child’s identity and provides lasting emotional connection, long after you're gone.

In this episode, you will:

• Hear Blake Brewer’s powerful story of loss, healing, and how a letter from his late father transformed his life
• Learn the simple yet profound steps to writing a legacy letter that your child will treasure forever
• Discover why putting your love and beliefs into words can become your child’s inner voice, guiding them for a lifetime

Press play to uncover the transformative power of a legacy letter—and why now is the time to write one for your child.

About Blake:
Blake Brewer is the founder of Legacy Letter Challenge, an organization with a mission to help 1 million people write at least one Legacy Letter to their children. With a passion for empowering families and strengthening bonds between parents and children, Blake has dedicated his life to this cause.

Blake's powerful story and mission have touched the hearts of many, and he continues to share it with organizations, businesses, and communities across the country. Most recently, he was featured on the "Dads Got This" segment on NBC's Today Show.

Be sure to visit LegacyLetter.com for your free Legacy Letter Toolkit.

Learn more about the Legacy Letter Masterclass here.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many of us carry hidden beliefs and emotions around money that influence our decisions in ways we don’t even realize. In this episode, you’ll explore how understanding your unique money archetype can unlock a more empowered, intentional path to building your legacy.

In this episode, you will:

• Discover the emotional roots of your money mindset and how they impact your financial behaviors
• Learn how identifying your money archetype can provide clarity, direction, and confidence with your finances
• Gain insights on releasing guilt and shame around money to redefine your personal vision of “enough”

Press play to uncover the emotional roots of your money mindset and start your journey toward financial freedom and inner peace.

About Karen:
Karen is a mindful money mindset coach who helps people release deep-seated blocks around money so they can flourish financially. With a background spanning Ireland, Japan, Brazil, and North America—and two decades in an intentional community—she blends spiritual insight with practical tools to rewrite money stories. Karen believes you can have money and be a deeply spiritual person. Her work empowers you to break free from guilt, shame, and inherited beliefs so you can welcome abundance with clarity and ease.

Connect with Karen:
Website: themindfulmoneycoach.com
On Facebook
On Instagram @karen_moneycoaching
On Twitter
On Youtube
On LinkedIn

Referenced in this Episode:
My Grandmother’s Hands by Reesmaa Menakem
Your Life or Your Money by Vicki Robinson & Joe Dominguez 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Too often, end-of-life conversations are avoided until it’s too late. In this powerful episode, Sara Ecklein sits down with author Yvonne Caputo, whose journey to connect with her father through his WWII stories led to a deeper understanding of love, legacy, and letting go. Through her book Flying with Dad and her work with the 5 Wishes document, Yvonne shows how storytelling and compassionate listening can change everything.

In this episode, you will:

• Discover how the 5 Wishes document goes beyond legal directives to honor emotional, spiritual, and personal end-of-life preferences
• Learn how intentional listening can heal intergenerational wounds and strengthen family bonds
• Be inspired by a story that redefines legacy, not just in what we leave behind, but in how we connect while we’re still here

Listen now to uncover how curiosity and communication can bring healing, deepen connection, and transform both your relationships and your life.

About Yvonne:
Yvonne Caputo has been a teacher. She taught in the Erie Pennsylvania Public Schools for 18 years. She has also been the Vice President of Human Resources at a retirement community, a corporate trainer and consultant, and a psychotherapist. She has a master’s degree in education and clinical psychology. Her book, Flying with Dad, is a story about her relationship with her father through his telling of World War II stories. Her second book, Dying with Dad, shares how she and her dad had tough conversations about what he wanted in the end.

Connect with Yvonne:
On LinkedIn
You can learn more about her books here.
Purchase Flying with Dad
Purchase Dying with Dad

Referenced in this Episode:
5 Wishes

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

So much of who we are is shaped by unconscious family dynamics passed down through generations. In this transformative episode, Sara Ecklein sits down with Katherine Revoir to explore how family constellation work reveals these hidden influences and how understanding them can unlock healing, choice, and emotional freedom.

In this episode, you will:

• Discover how neuroscience, epigenetics, and emotional circuitry help explain inherited emotional patterns
• Learn how to identify and release the “invisible contracts” you may have made to belong within your family system
• Explore how transforming your family story can impact not just your own emotional health, but your legacy and future generations

Listen now to learn how uncovering and healing your family system can lead to deeper connection, personal growth, and a legacy of love.

About Katherine:
Katherine Revoir is the founder of Center for Richer Living and a relational neuroscience counselor for leaders. Blending epigenetics, family constellations, and resonant language, she helps people rewire their brains for greater calm, clarity, and self-compassion.

An author, educator, artist, and ordained minister, Katherine’s integrative approach supports deep healing and lasting transformation, because it’s the journey she’s walked herself.

Connect with Katherine:
RicherLiving.org

Referenced in this Episode:
Sarah Peyton: SarahPeyton.com
Nonviolent Communication: A Language of Life by Marshall Rosenberg, PHD

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Most people dread estate planning because it feels overwhelming and impersonal. But what if the right tools could make the process not only easier, but also more meaningful? In this inspiring episode, Sara Ecklein sits down with Adam Zuckerman, founder of Buried in Work, to explore how his innovative resources are transforming how families and professionals approach end-of-life planning.

In this episode, you will:

• Discover practical, user-friendly tools like the CLEAR Kit that simplify estate planning and administration
• Learn how to navigate aging, caregiving, and complex family dynamics with greater clarity and less stress
• Explore new ways to make tough conversations about legacy and wishes more approachable through creative tools like “One More Story”

Listen now to find out how innovative planning tools can bring clarity, ease, and peace of mind to life’s most challenging transitions.

About Adam:
Adam Zuckerman is the founder of Buried in Work, a company dedicated to simplifying estate planning and end-of-life tasks for individuals, families, and businesses. Inspired by the challenges of managing his father’s estate, Adam set out to make the process clearer and more accessible.

An attorney, MBA, and Eisenhower Fellow, Adam blends legal insight with innovation to help people confidently prepare for the future and protect their loved ones.

Visit: BuriedInWork.com to find the below resources and more.
Information Hubs
ClearKits
Conversational Games
Business Solutions

Follow Buried in Work:
Facebook
Instagram
LinkedIn
YouTube

Referenced in this Episode:
Navigating the "Dumpster Fires of Death" with After Loss Professional, Rachel Donnelly

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

For families caring for someone with a disability, estate planning isn’t just about inheritance—it’s about preserving quality of life without compromising essential public benefits. In this informative episode, Sara Ecklein speaks with attorney and fiduciary Caren Jenkins, whose experience raising two neurodivergent sons uniquely informs her compassionate, practical approach to special needs planning.

In this episode, you will:

• Learn how traditional estate plans can unintentionally disqualify loved ones from vital benefits like SSI and Medicaid
• Discover smart strategies for creating and administering special needs trusts
• Get expert tips on choosing guardians, timing your plan, and keeping documents updated as life evolves

Listen now to learn how thoughtful estate planning can protect your loved one’s independence, dignity, and long-term well-being.

About Caren:
Caren Jenkins is the Principal Attorney at Nevada Legacy Law, serving clients in Nevada and California with a no-nonsense, highly personal approach to estate planning. Known as “the lawyer who makes house calls,” Caren crafts deeply customized plans rooted in trust and relationship.

As the only Nevada member of the Independent Trustees Alliance, she also serves as a professional trustee and fiduciary, with a strong focus on Special Needs Trusts, a passion shaped by her personal journey as a mother of two neurodivergent sons. Caren is based in Carson City.

Connect with Caren:
NevadaLegacyLaw.com
Email: Caren@nevadalegacylaw.com
Phone: (775) 720-1181

Referenced in this Episode:
Administering the California Special Needs Trust: A Guide for Trustees and Those Who Advise Them by Kevin Urbatsch

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Most financial advice focuses on numbers, but what if the real drivers of your money decisions are unconscious patterns formed in childhood? In this eye-opening episode, Sara Ecklein speaks with Money Coach and former financial planner Deborah Price, who unpacks how our early life experiences and inherited family beliefs, quietly shape everything from daily spending to estate planning.

In this episode, you will:

• Discover how your financial mindset is formed by age 12—and how to break free from limiting money patterns.
• Learn why traditional financial planning often misses the mark without addressing the psychology behind it.
• Explore powerful tools to transform your relationship with money and align your wealth with your values.

Listen now to uncover how healing your money story can lead to smarter decisions, deeper clarity, and more intentional legacy planning.

About Deborah:
Deborah Price is the Founder and CEO of the Money Coaching Institute and a pioneer in the field of Behavioral Money Coaching. A former financial advisor turned money coach, Deborah has spent over two decades helping individuals, couples, and families break free from limiting money patterns and create lasting financial change.

She’s the author of several books, including Money Magic and The Heart of Money, and has trained over 2,500 Certified Money Coaches in 38 countries. Deborah’s work empowers people to transform their relationship with money.

Her Books:
Money Magic: Unleashing Your True Potential  for Prosperity and Fulfillment
The Heart of Money: A Couple’s Guide to Creating True Financial Intimacy

Connect with Deborah:
On LinkedIn
MoneyCoachingInstitute.com
The Money Type Quiz

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Even the most loving families can face emotional landmines when it comes to inheritance. In this revealing episode, Sara Ecklein sits down with second-generation entrepreneur and author Cindy Arledge, whose family built a $10 million legacy, only to face unexpected conflict when their wealth transfer strategy fell short. Cindy shares how her family’s experience inspired her mission to help others plan better and protect both assets and relationships.

In this episode, you will:

• Hear the powerful true story of a family legacy tested by miscommunication and a lack of emotional planning
• Learn how to navigate tough conversations around succession, values, and generational wealth
• Discover how to build an estate plan that preserves family unity, not just financial assets

Listen now to learn how thoughtful estate planning can safeguard not only your wealth, but your family's future harmony.

About Cindy:
Cindy Arledge, MBA helps families create lasting legacies by planning for generational success. Her passion was ignited by the most painful experience of her life—losing her relationship with her brother over a shared inheritance. Determined to find a better way, Cindy reverse-engineered a practical, common-sense solution to prevent end-of-life challenges from tearing families apart.

She developed a proven framework that equips proactive families to prepare their members for roles as caregivers, fiduciaries, and builders of generational wealth.

As a second-generation real estate investment entrepreneur, best-selling author, and family matriarch, Cindy is dedicated to helping families thrive across generations.

Her Books:
Family Emergency Handbook
The Legacy Family Way
Curse of Inheritance
Cracking the Inheritance Code
My Camino, My Life

Connect with Cindy:
CindyArledge.com
On LinkedIn
FamilyCareGivingResources.com

Referenced in this Episode:
The Ostrich Paradox: Why We Underprepare for Disasters by Robert Meyer 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Estate planning often sounds like something for the wealthy or elderly, but in this witty and down-to-earth episode, attorney Alexandria “Ali” Goff joins Sara Ecklein to reveal why it’s really about love and protecting the people who matter most. With humor and heart, Ali helps demystify the process and shows why planning ahead is essential for everyone, not just millionaires.

In this episode, you will:

• Learn why estate planning is about so much more than money and why it matters no matter your age or income
• Get practical advice on choosing guardians, naming proxies, and making decisions that reflect your values
• Discover how a well-thought-out plan can spare your loved ones from confusion, stress, and unnecessary heartache

Listen now to learn how simple, thoughtful planning can make all the difference for those you care about most.

About Ali:
Ali Goff is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters.

Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.

Connect with Alexandria:
GoffLegal.com
On Instagram @goff.legal
On Facebook
Her Video Library
To contact or be added to their email list, email Info@GoffLegal.com.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Our culture often avoids conversations about death, leaving many unprepared for  life’s biggest transition. Sara Ecklein sits down with hospice pioneer Barbara Karnes to demystify the dying process and offer compassionate, practical insights that help families feel more grounded, informed, and connected in the face of death and dying.

In this episode, you will:

• Learn why dying is a natural process and how understanding it can ease fear and anxiety
• Discover how families can prepare emotionally and practically for end-of-life care 
• Gain insights from Barbara’s decades of hospice experience, including the transformative impact of her booklet Gone From My Sight

Listen now to uncover how knowledge and compassion can turn the end of life into a powerful opportunity to love more deeply.

About Barbara:
Barbara Karnes, RN, is a nationally recognized end-of-life educator, hospice pioneer, and author of the iconic Gone From My Sight booklet—known as the "hospice blue book." Her work has been featured in The New York Times, USA Today, The Washington Post, and more.

With four decades of experience as a nurse, executive director, and trainer, Barbara’s mission is to help people better understand the natural process of dying. Through her writing, films, and speaking, she offers guidance that transforms end-of-life experiences into sacred memories.

You may find Barbara’s end of life resources for patients, families, and caregivers on her website:  bkbooks.com

Connect with Barbara:
On Facebook
On Instagram @BarbaraKarnesRN
On Linkedin

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Grief is one of life’s most universal and most isolating experiences. In this heartfelt episode, Sara Ecklein speaks with Tara Accardo, who lost both her parents within six months, about the raw, complex journey of grief and the unexpected clarity that can follow. Together, they explore how grief can shape not only how we heal, but how we grow.

In this episode, you will:

• Hear Tara’s powerful story of navigating anticipatory grief, sudden loss, and the often overlooked burden of estate management
• Discover how grief, when honored fully, can lead to personal transformation and renewed purpose
• Learn why having estate plans in place can ease the logistical and emotional strain for those left behind

Listen now for a vulnerable, inspiring conversation about love, loss, and how to find your footing again after everything changes.

About Tara:
Tara Accardo is a Grief, Soul Purpose, and Transformational Life Coach. She founded Losses Become Gains in 2022, which offers 1:1 coaching, her Life With Grief Membership & Community, and the Life With Grief Podcast. Tara's mission is to serve support and guidance to those who have experienced loss and are journeying through grief. Through her work and offerings, she supports and guides grievers to navigate their grief in a way that aligns with their unique needs, and empowers them to tap into a more joyful, meaningful, fulfilling life after loss.

Connect with Tara:
On Instagram: @lossesbecomegains & @lifewithgriefpodcast
A Life with Grief Podcast
LossBecomesGains.com

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

As families spread out and lifespans lengthen, the journey of senior care has become more complex than ever, especially for the “sandwich generation” juggling kids, careers, and aging parents. In this thoughtful episode, Sara Ecklein sits down with Senior Care Advisor, Amy Spring to uncover how proactive conversations and intentional planning can bring clarity, peace, and dignity to the aging journey.

In this episode, you will:

• Understand the emotional, logistical, and healthcare challenges families face as loved ones age and how to prepare for them with confidence
• Learn how to build support systems and contingency plans that reflect your loved ones’ wishes while maintaining balance in your own life
• Discover how early, ongoing communication can ease transitions and preserve independence and dignity for all involved

Listen now to gain practical tools and compassionate insight for navigating senior care with respect, love, and peace of mind.

About Amy:
Amy Spring is the founder of Wise-Transitions and a seasoned physical therapist with decades of leadership experience in home care, hospitals, and skilled nursing. Drawing on her hands-on work with aging adults and their families, Amy helps adult children navigate the emotional and logistical challenges of caregiving.

Through Wise-Transitions, she offers personalized coaching, care planning, and support network development, empowering families to balance career, caregiving, and personal well-being. Amy lives her mission: helping others find clarity and harmony through life’s transitions.

Connect with Amy:
Wise-Transitions.com
Email: amyspring@wise-transitions.com
On Facebook

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

As more adults enter their later years without traditional family support, the concept of “solo aging” is becoming increasingly relevant. In this powerful episode, Sara Ecklein speaks with Dr. Sara Zeff Geber, the pioneering expert who coined the term, to explore what it truly means to age well, independently, and with purpose.

In this episode, you will: 

• Understand the unique planning needs of solo agers and how to choose the right healthcare and financial proxies
• Explore creative options for housing, community, and connection that support a fulfilling, independent life
• Redefine legacy as something that extends beyond children, focusing on mentorship, contribution, and meaningful engagement

Listen now to learn how solo agers can build a secure, connected future and leave a legacy that reflects their vision. 

About Dr. Geber:
Dr. Sara Zeff Geber, PhD, is an author, speaker, and expert on Solo Aging, supporting those aging without children or nearby family. Her book, Essential Retirement Planning for Solo Agers, was named a Wall Street Journal “best book on aging well,” and she’s been recognized as a NextAvenue “Influencer in Aging.”

Sara edited the 2023 Generations Journal Solo Aging issue and is a regular Forbes contributor. A sought-after voice in the aging space, she’s active in the Retirement Coaches Association, ASA, and more.

Sara lives in Santa Rosa, CA with her husband and their beloved dog and identifies as a Solo Ager herself.

Connect with Dr. Sara Zeff Geber:
Lifeencore.com
On LinkedIn
Purchase her book: Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Settling a loved one’s estate isn’t just emotionally draining, it’s a logistical marathon. In this eye-opening episode, Sara speaks with Rachel Donnelly, an after loss professional, about the hidden burdens executors face and the urgent need for better preparation and support in end-of-life planning.

In this episode, you will:

• Learn how settling an estate can take over 400 hours and why most executors feel overwhelmed and underprepared
• Discover the critical gaps in estate planning—from frozen accounts to locked digital assets—and how to avoid them
• Gain practical tools and insights to help your family navigate loss with more clarity, support, and less chaos

Listen now to learn how you can ease the burden on your loved ones by planning ahead for the realities of trust or estate administration.

About Rachel:
Rachel Donnelly is the founder and CEO of AfterLight, a firm dedicated to helping families navigate the administrative side of loss with compassion and clarity. Inspired by her own experiences, Rachel created the Legacy Building Formula™, a 6-step program guiding clients through legacy preservation and estate administration.

She’s also the co-founder of Professionals of After Loss Services (PALS), where she helped launch the first training program for after-loss professionals.

Rachel lives in Atlanta with her husband, two children, and their pup, Rhett Butler. Her upcoming book, Late To Your Own Funeral, explores how to leave a legacy, not a logistical mess behind.

Connect with Rachel:
On Instagram @myafterlight
On Facebook
On LinkedIn
MyAfterLight.com
AfterLossPros.com

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

When life takes an unexpected turn—due to illness, incapacity, or family complexity—having someone you trust to carry out your wishes is essential. In this episode, originally shared by Cathy Curtis from her Financial Finesse podcast, Sara Ecklein shares her journey to becoming a private professional fiduciary and offers a behind-the-scenes look at this unique and crucial role.

Discover the vital and often misunderstood responsibilities of a professional fiduciary and how this work safeguards both personal and financial well-being during life’s most vulnerable moments.

In this episode, you will: 

• Get an inside look at the work of a private fiduciary and why this role is increasingly important in today's world
• Learn how professional fiduciaries coordinate with estate attorneys and financial advisors to ensure your plan actually works when it matters most
• Understand how fiduciaries help preserve public benefits in special needs planning and support families through crisis and transition with care 

Listen now to discover how a professional fiduciary can provide peace of mind, protect your legacy, and be a steady hand through life’s toughest transitions.

Connect with Cathy:
On LinkedIn
CurtisFinancialPlanning.com
You can learn more about Cathy's podcast, Financial Finesse, here. 

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Many people put off estate planning, thinking it’s only for the wealthy or seniors. But in this eye-opening episode, discover how estate planning is actually a powerful act of love that can spare your family from turmoil and uncertainty, no matter your age or financial status.

In this episode, you will: 

• Understand the core elements of an estate plan in California and why each one matters for your peace of mind
• Learn how estate planning ensures your wishes are honored not only after death, but during incapacity
• Explore how planning ahead protects your digital legacy, minimizes family conflict, and provides clarity during crisis

Listen now to learn how you can take simple yet powerful steps to protect your future and spare your loved ones from a legacy of pain. 

About Megan:
Megan A. Moghtaderi is a principal attorney in Offit Kurman’s Trusts and Estates Practice Group. She specializes in trusts and estates, inheritance litigation, elder law, probate, and fiduciary representation. She advises high-net-worth individuals and families on estate planning and trust administration involving assets over $100M, with a focus on minimizing litigation risk and incorporating digital assets.

Megan represents fiduciaries, beneficiaries, and professionals across industries, including tech and healthcare, in complex estate matters.

She holds the “AV Preeminent®” rating from Martindale-Hubbell and has received top honors from Avvo and Martindale-Hubbell for her legal expertise and client service.

Connect with Megan:
On LinkedIn

Referenced in this Episode:
Attorney Search Tools:
Martindale-Hubbel
Super Lawyers
Best Lawyers

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Caring for a loved one with dementia often brings a heavy emotional toll, from grief and guilt to profound love and resilience. In this deeply moving episode, discover how to find grace, strength, and healing while navigating the complex journey of dementia caregiving.

In this episode, you will:

• Discover how past memories shape present behaviors in dementia patients  and how understanding this can transform your caregiving approach
• Learn why honoring your own needs and emotions is just as vital as caring for your loved one
• Gain practical insights and encouragement from someone who's helped families navigate dementia with empathy for over 30 years

Tune in now to uncover powerful strategies for caregiving that honor both your loved one and your own emotional well-being.

About Tami:
Tami Anastasia is a dementia consultant, educator, speaker. and the author of Essential Strategies for the Dementia Caregiver: Learning to PACE Yourself. Tami holds a Master of Arts in Counseling, a Certificate in Gerontology, and a Certificate in End of Life. She’s also a Certified Senior Advisor. For more than 30 years, Tami has provided counseling services, dementia guidance, emotional support, and care strategies to family and professional dementia caregivers. She also facilitates twice monthly support groups.

Connect with Tami:
Get her book: Essential Strategies for the Dementia Caregiver
TamiAnastasia.com
On Facebook
On TikTok
On Twitter/X
On LinkedIn
On YouTube
On Instagram @tamianastasia1

Referenced in this Episode:
ALZAuthors.com
DementiaSociety.org

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Too often, estate planning feels like a cold, legal process, but what if it could be deeply personal, empowering, and rooted in love? In this episode, discover how rethinking your approach to estate planning can help you avoid future conflict, preserve your values, and provide support to the people you care about most.

In this episode, you will:

• Learn how to create an estate plan that promotes harmony and empowers your loved ones
• Understand why collaboration between your legal, financial, and personal advisors is crucial for your legacy
• Hear powerful real-life stories showing how estate planning can be an act of love and how the wrong plan can create unnecessary pain

Listen now to uncover how a heart-centered estate plan can help you make empowered decisions for your family’s future.

About Patricia:
Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, a California-based firm practicing Estate Planning with Heart®. Her team works remotely with proactive clients across the state to craft highly personalized plans that empower beneficiaries and integrate financial, tax, and legal guidance.

Patricia regularly speaks and leads workshops on estate planning fundamentals for Bay Area nonprofits. She also hosts expert panels to help families build strong advisory teams.

Credentials: JD & LLM from Golden Gate University, BA from Santa Clara University. Super Lawyer (2021–2024), BBB Torch Award winner, and published author in Estate Planning Strategies: Collective Wisdom.

Connect with Patricia:
DeFonteLaw.com
On Facebook
On Instagram @patriciadefonte
On LinkedIn
On YouTube

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Legacy often gets reduced to legal documents and financial assets, but what if it could be so much more? In this first episode of The Legacy of Love podcast, host Sara Ecklein invites you to rethink what legacy truly means.

In this episode, you’ll discover how:

• A personal experience during a loved one’s final days reshaped Sara’s entire approach to legacy and life
• Estate planning often misses the most important elements of a family’s values and emotional legacy and how to bridge that gap
• This podcast will guide you in creating a legacy rooted in love, through expert advice, personal stories, and actionable insights

Press play now to begin crafting a legacy filled with love and intention for your family.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Ever wish someone could make estate planning feel simple, heartfelt—and actually doable?

If you're juggling motherhood while caring for aging parents, you're likely carrying a lot. Estate planning might feel like just one more overwhelming task. This trailer introduces a podcast created especially for you: a space where complex topics are made clear, and your role as a mother is honored.

In this trailer, you’ll:

• Learn how this podcast will help you approach estate planning with more ease, confidence, and peace of mind
• Hear from your host, Sara Ecklein—a seasoned fiduciary and fellow mom—who brings both professional insight and personal wisdom to the mic
• Discover a supportive space to help you protect your loved ones and build a meaningful legacy

Press play to meet your guide and explore how Legacy of Love can empower your planning journey.  Don’t forget to subscribe, so you never miss an episode.

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

Connect with Sara on LinkedIn

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.