Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein

February 14, 2025 • Marc Bautis • Episode 233

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.

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