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In this week’s episode, Sara welcomes attorney Caren Jenkins, founder of Nevada Legacy Law, whose journey to special needs trusts and estate planning was shaped by raising two neurodivergent sons. As both a mom and professional fiduciary, Caren breaks down the hidden pitfalls of traditional estate planning for families with disabilities, sharing real solutions that protect quality of life while keeping crucial benefits like Medicaid and SSI intact. During their conversation, Sara and Caren explore innovative approaches to trust administration, from Caren's monthly check-ins with beneficiaries to her willingness to make house calls – filling a vital gap in the market for trusts under $5 million. They discuss practical steps on timing your estate planning, choosing guardians, and keeping your plans current through regular updates. Whether you're a parent or caregiver, this episode provides essential insights that could protect your loved ones' future while preserving their quality of life.

About Caren:
Caren C. Jenkins is the Principal Attorney at Nevada Legacy Law, an estate planning-focused law firm with attorneys licensed to practice in Nevada and California. Her most distinguishing characteristic among her peers is her no-nonsense personal approach to her work.

Caren takes the time to know her clients well, promoting her services as “the lawyers who make house calls.” With the information, relationship and insight from the initial visit, she crafts highly customized, personal plans to assure clients that their wishes will be followed after their deaths.

Caren is the only Nevada member of the Independent Trustees Alliance (ITA), an international association of professional private trustees. She regularly accepts designations as a Successor Trustee for Revocable Trusts, Designee on Powers ofAttorney for Health Care and Financial Matters, and as the Administrator or Trustee of First-party and Third-party Special Needs Trusts.

Her 21 year-old son was diagnosed as on the Autism Spectrum at age 2. Her 19 year-old son was diagnosed as PDD-NOS and continues to experience severe anxiety to today. As a result of her sons’ diagnoses and her personal journey, Caren became aware of and informed about Special Needs Trusts, and, for the last 20 years, has immersed herself in gaining information and skills to serve Special populations.

It was this experience that led her to become a private fiduciary - particularly serving trusts holding less than the $3 million required by many trust companies. She identified a total lack of service providers for this group, and decided that rather than complain about it, she simply would DO SOMETHING!

Caren lives and works in Nevada’s capital, Carson City, with her 14 year old Chow Chow mix, Pocohantas Feathertail, fondly known as Po.

Connect with Caren:
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Our free workbook was 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.

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.

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In this transformative episode, Sara welcomes Deborah Price, pioneering Money Coach and former financial planner, who reveals how our earliest childhood experiences shape our relationship with wealth. Drawing from her 20-year career and groundbreaking work at The Money Coaching Institute, Deborah explains how our financial behaviors are hardwired before age 12 and often carry generational patterns that impact everything from daily spending to estate planning decisions. Through compelling client stories and research-backed insights, she explores why traditional financial planning often falls short without addressing the psychological foundations of money management. Deborah shares powerful strategies for identifying harmful money patterns, healing financial trauma, and creating conscious wealth that aligns with personal values. Whether you're navigating complex family dynamics in estate planning or seeking to transform your own money mindset, this episode offers a revolutionary framework for understanding the behavioral science behind financial decision-making and building a healthier relationship with money.

About Deborah:
Deborah Price is the Founder and CEO of the Money Coaching Institute, which provides business and money coaching services and training to individuals, couples, and families. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Deborah left the financial industry to pioneer the field of Behavioral Money Coaching in 2000.

Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. As a result, people often manifest money patterns, beliefs and behaviors that can prevent them from experiencing their full financial potential. Deborah has developed a unique, step-by-step coaching program that helps clients move beyond barriers to their personal and financial success. As a result, client's experience renewed hope, restored relationships, increased confidence, and enhanced personal and financial success.

Through education and awareness, Deborah is committed to empowering others both personally and financially. She is the author of Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity; Money Magic: Unleashing Your Potential for Wealth and Prosperity; Start Investing Online Today, and The Heart of Money: A Couples Guide to Creating True Financial Intimacy. She is considered one of the foremost experts in her field and speaks and teaches globally. She has trained over 2500 Certified Money Coaches (CMC)® in 38 countries.

Her Books:
Money Magic: Unleashing Your True Potential for Prosperity and Fulfillment
The Heart of Money: A Couple’s Guide to Creating True Financial Intimacy

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Download The Legacy of Love Workbook
Our free workbook was 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.

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.

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Ever wonder what happens when estate planning meets complex family dynamics? In this raw and revealing episode, Sara sits down with second-generation entrepreneur and author Cindy Arledge, whose family built a $10 million legacy from the ground up—only to face unexpected conflict when their wealth transfer strategy fell short. Cindy opens up about her family's journey, sharing hard-won wisdom on estate planning and the emotional landmines that even the most loving families encounter when it comes to inheritance. Drawing from both heartbreak and hope, she breaks down how families can navigate generational wealth transfer, tackle tough conversations about succession planning, and create comprehensive estate plans that strengthen bonds rather than break them. Whether you're protecting modest assets or substantial wealth, Cindy's story is a powerful reminder that successful estate planning isn't just about financial inheritance—it's about preserving family unity for generations to come.

About Cindy:
Cindy Arledge, MBA helps families create lasting legacies by planning for generational success. Her passion was ignited by the most painful experience of her life—losing her relationship with her brother over a shared inheritance. Determined to find a better way, Cindy reverse-engineered a practical, common-sense solution to prevent end-of-life challenges from tearing families apart.

She developed a proven framework that equips proactive families to prepare their members for roles as caregivers, fiduciaries, and builders of generational wealth.

As a second-generation real estate investment entrepreneur, best-selling author, and family matriarch, Cindy is dedicated to helping families thrive across generations.

Her Books:
Family Emergency Handbook
The Legacy Family Way
Curse of Inheritance
Cracking the Inheritance Code
My Camino, My Life

Connect with Cindy:
CindyArledge.com
On LinkedIn

Cindy recommends the following website for families to take the first step in elevating their planning efforts: FamilyCareGivingResources.com

Referenced in this Episode:
The Ostrich Paradox: Why We Underprepare for Disasters by Robert Meyer

Connect with Sara on:
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Download The Legacy of Love Workbook
Our free workbook was 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.

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.

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