Caring for a loved one with dementia presents unique challenges. Many caregivers feel overwhelmed, especially when it comes to finances. This episode offers crucial insights. We'll explore the vital role of a professional fiduciary. Moreover, we'll discuss how they can simplify complex financial decisions.

A fiduciary acts as a trusted guide. They help manage assets and ensure your loved one's best interests are met. Consequently, this frees you to focus on providing care. We delve into defining what a professional fiduciary is. Furthermore, we highlight their numerous benefits throughout the caregiving journey. You’ll learn how they can positively protect your family's finances.

Additionally, we'll share strategies for creating a lasting legacy of love. This isn't just about money. It's about preserving dignity and peace of mind. Therefore, understanding these resources is essential. Ultimately, this episode empowers dementia caregivers. Discover how to navigate difficult finances with confidence. Tune in to gain invaluable support and build a secure future.

Free Legacy of Love workbook

Our Guest: Sara Ecklein, CLPF

Sara Ecklein is a California Licensed Professional Fiduciary (CLPF #1166) and founder of Trust & Honor. Her journey into fiduciary work was inspired by personal experiences with loss and end-of-life care, leading her to support individuals and families during life's most vulnerable transitions. With over a decade of experience in the private fiduciary profession, Sara specializes in trust administration and special needs trusts, and regularly works with clients in the planning phase, named in successor roles. She also hosts The Legacy of Love podcast, where she offers a more holistic perspective on redefining the meaning of legacy. She lives in the San Francisco Bay Area with her husband and young daughter.

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Related Episodes:

Money & Financial Warnings Signs for Elderly

What Every Trustee & Beneficiary Needs to Know

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