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Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
Manage episode 466730735 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of Trust & Honor and host of The Legacy of Love podcast. With over a decade of experience in fiduciary services, Sara specializes in trust administration, special needs trusts, and guiding families through end-of-life planning. Together, they discuss how proactive estate planning can prevent common pitfalls and ensure a smooth financial transition for loved ones.
In this episode, you will learn:
- The role of a professional fiduciary and how they simplify trust administration.
- Why incapacity planning is just as important as estate planning.
- The biggest mistakes families make when preparing for end-of-life transitions.
- How technology is shaping the future of estate planning.
- And more!
Tune in to gain expert insights on preparing for the future with clarity and confidence.
Resources:
Episode Transcript & Blog | Trust & Honor | The Legacy of Love | Sara Ecklein - LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
243 episodes
Share
Manage episode 466730735 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of Trust & Honor and host of The Legacy of Love podcast. With over a decade of experience in fiduciary services, Sara specializes in trust administration, special needs trusts, and guiding families through end-of-life planning. Together, they discuss how proactive estate planning can prevent common pitfalls and ensure a smooth financial transition for loved ones.
In this episode, you will learn:
- The role of a professional fiduciary and how they simplify trust administration.
- Why incapacity planning is just as important as estate planning.
- The biggest mistakes families make when preparing for end-of-life transitions.
- How technology is shaping the future of estate planning.
- And more!
Tune in to gain expert insights on preparing for the future with clarity and confidence.
Resources:
Episode Transcript & Blog | Trust & Honor | The Legacy of Love | Sara Ecklein - LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
243 episodes
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Similar to The Agent of Wealth
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
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Brian Burns
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…
continue reading
The daily drama of money and work from the BBC.
…
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continue reading
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…
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continue reading
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