Are you putting off estate planning because it feels confusing, overwhelming, or just not urgent?

If estate planning feels overwhelming, you're not alone. In this special episode, Sara distills insights from over 50 expert conversations into the clearest, most actionable guidance for women raising kids and caring for aging parents. No fluff, just the essentials that cut through the noise and help you protect what matters most.

In this episode, you'll discover:

The three essential questions your estate plan must answer
The four key documents almost every family needs to get started
Why pairing planning with education is the secret sauce to an estate plan that truly works

Press play to finally understand estate planning in a way that feels doable and empowering.

Referenced In this Episode:

Ep 2 with Patricia De Fonte

Ep 4 with Megan Moghtaderi

Ep 11 with Ali Goff

Ep 28 with Jen Gumble

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook 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.

Connect with Sara on LinkedIn

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.

Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Estate Planning 101: Moms, What You Need to Know in 15 Minutes

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