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
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