299. Proactive Planning: Ensuring a Legacy of Love with Sara Ecklein

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Join us on Average Joe Finances as our guest  Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She discusses the complexities of trust administration, the significance of proactive planning, and the emotional and financial impacts of failing to prepare for end-of-life situations.

In this episode:

• Uncover how proactive estate planning can prevent family conflict and preserve your legacy.
• Learn why fiduciary roles go far beyond finances and often provide crucial decision-making support.
• Discover the dangers of delaying end-of-life conversations and how they can lead to legal and emotional chaos.
• Explore how creating an estate plan today protects your loved ones tomorrow, emotionally and financially.
• And so much more!

Key Moments:

00:00 Introduction and Welcome

00:55 Meet Sarah Eckle: A Private Fiduciary

01:28 Sarah's Journey to Fiduciary Work

02:58 Understanding the Role of a Fiduciary

05:50 The Importance of Estate Planning

08:02 Challenges in Fiduciary Work

10:08 Proactive Planning and Legacy Building

22:03 The Importance of Updating Your Will

23:06 The Impact of Estate Planning on Families

23:54 Communicating Your Estate Plan

26:05 Handling Awkward Conversations About Estate Planning

28:11 Final Round: Personal Finance Mistakes and Lessons

33:22 Advice for Newcomers and Final Thoughts

35:36 Where to Find More Information and Conclusion

Find Sara Ecklein:

Website: https://www.trustandhonor.co/

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

Facebook: https://www.facebook.com/people/Sara-Ecklein-CLPF/100067625615341/

LinkedIn: https://www.linkedin.com/in/sara-ecklein

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