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Financial FinesseAuthor: Cathy Curtis, CFP
Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Leaving a Legacy of Love with Professional Fiduciary Sara Ecklein
Episode 8
Thursday, 10 October, 2024
Cathy interviews Sara Ecklein, a private professional fiduciary and the founder of Trust and Honor. Sara shares the intricacies of her role, from acting as a trustee, executor, or agent under various legal capacities, to the benefits of having a neutral party manage sensitive family and financial issues. They also discuss the importance of proactive estate planning, especially for solo agers and blended families, and the peace of mind it offers. [02:48] The role of a professional fiduciary.[08:22] Common estate planning challenges. [11:01] The importance of trust and neutrality in estate management. [16:02] How to hire a professional fiduciary. [23:09] The role of a trustee and power of attorney. [25:05] Healthcare decision-making and client relationships. [36:40] Introducing the Legacy of Love Podcast.For more information and resources related to this episode, please visit the show notes.
