The Legacy of Love: Estate Planning Simplified for Mothers
If something happened to you tomorrow… would your family know what to do?
Estate planning can feel overwhelming. It’s easy to keep putting it off, thinking you’ll get to it tomorrow. You know it matters, but you’re not sure who to trust or where to start.
Only 1 in 3 families have an estate plan in place. That statistic is sobering when you realize death is the only guarantee in life. Not taking action can cost your family time, money, and peace.
‘The Legacy of Love’ podcast simplifies estate planning for mothers in the sandwich generation—those raising children while caring for aging parents—so you can plan with confidence, ditch the overwhelm, and leave a legacy that reflects your values and your vision.
Episodes air weekly on Mondays and Wednesdays.
In each episode, you’ll:
• Learn from heart-led experts what a thoughtful estate plan really includes
• Navigate hard topics like challenging family dynamics and end-of-life care
• Discover practical tools beyond your estate plan to reduce overwhelm, support your decision-making, and plan comprehensively with clarity and confidence
Hosted by Sara Ecklein—a Licensed Professional Fiduciary, private trustee, and mother—this podcast offers guidance that goes far beyond legal documents. Because legacy isn’t a destination; it’s a living practice that evolves as you do.
Don’t wait for a crisis to start your estate plan. Start today—with intention, clarity, and love.
🎧 New here? Start with fan-favorite Episode 2: Estate Planning With Heart.
The Legacy of Love: Estate Planning Simplified for Mothers
How to Navigate Disability Benefits (SSI, SSDI, Medicaid & Medicare) and Build a Safety Net That Protects Your Family’s Legacy
SSI, SSDI, Medicaid, Medicare… confused yet? This episode breaks it all down.
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.
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.
