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Planning Smarter: A Fiduciary’s Guide for Older Adults

EPISODE · May 30, 2025 · 32 MIN

Planning Smarter: A Fiduciary’s Guide for Older Adults

from Boomers Today · host Boomers Today

Sara Ecklein is the Founder of Trust & Honor, a mindful fiduciary agency guiding families through the emotional and practical complexities of caring for aging parents with a heart-centered approach. Sara has been working in the private professional fiduciary profession since 2014 and has a rich and varied background in issues facing senior and disabled populations, including end-of-life care, financial abuse, and navigating challenging support systems and family dynamics.Free Workbook: https://www.trustandhonor.co/workbookhttps://www.seniorcareauthority.com/resources/boomers-today/

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Planning Smarter: A Fiduciary’s Guide for Older Adults

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