The Legacy of Love
Are you ready to create your Legacy of Love?
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
The Legacy of Love
Maximizing Disability Benefits: Navigating SSI, SSDI, Medicaid & Medicare with Daniel Fortuno
In this eye-opening episode, Sara sits down with benefits expert Daniel Fortuno, who shares his decades of experience helping individuals and families navigate the complex world of public benefits. Since the AIDS crisis of the 1980s, Daniel has been advocating for those in need, ensuring they receive the support they deserve. He breaks down the crucial differences between SSI and SSDI—which he describes as twins that look alike, sound alike, but are completely separate—and provides invaluable insights into eligibility, financial thresholds, and the latest 2025 supplement amounts. Daniel shares how to prevent benefit loss, why establishing clear medical records between ages 18-22 is critical, and how to build what he calls "a safety net, not a welfare box." Whether you're a parent planning for a child’s future, someone managing a disability, or a professional seeking to better serve clients, this episode is packed with actionable strategies for maximizing benefits and avoiding common pitfalls. Don't miss Daniel's expert guidance on turning complex benefit systems into accessible opportunities.
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
Connect with Sara on:
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Download The Legacy of Love Workbook
Our free workbook was 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.
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