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
The Secret to Effective Estate Planning: Education and Strategy with Jen Gumbel
In this episode, Jen Gumbel, creator of Organized (after)Life, joins Sara to demystify the world of estate planning and explain why education is key to creating a truly effective plan. Jen, an experienced estate planning attorney, discusses how many people misunderstand the basics of estate planning, often leaving critical tasks—like trust funding—incomplete. She highlights the importance of understanding what your documents do and the steps needed to make them work properly. Whether you’re just starting to think about your estate plan or looking to improve an existing one, Jen’s approach provides clarity on how to align your assets with your strategy and ensure your wealth is passed on seamlessly. Tune in to hear Sara and Jen explore how the right knowledge and professionals can help you avoid probate and ensure your estate plan works the way you envision.
About Jen:
Jen Gumbel is a probate and estate planning attorney, educator and creator of Organized (after)Life. Jen has spent over a decade teaching her own clients and other attorneys about the legal issues that come up at death. She's an expert that makes this complex topic understandable, approachable, and - importantly - doable.
Connect with Jen:
On Instagram @jengumbel
Referenced in this Episode:
Legacy of Love Episode 10: Transforming End of Life Care: Compassionate Guidance for Life's Final Transition with Barbara Karnes
Connect with Sara on:
LinkedIn
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Facebook
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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