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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:
Nev

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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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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

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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 episode, Sara sits down with estate planning attorney Alexandria “Ali” Goff for a refreshingly candid and slightly dark-humored conversation about planning for the inevitable—because, as Ali says, “you don’t have to be a millionaire to have an estate plan; you just have to be alive.” From her journey as a young lawyer sitting in on her parents’ first estate planning meeting to founding her own firm, Ali shares why estate planning is about so much more than wills and wealth. With wit, wisdom, and practical advice, she tackles everything from choosing guardians for your kids to naming trusted proxies and avoiding the heartbreak of leaving your family scrambling for answers. Whether you’re new to the idea of estate planning or ready to make updates, this episode will leave you feeling inspired to take action—because planning ahead is the ultimate gift to the people you love.

About Alexandria:
Alexandria, also known as "Ali" is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters.

Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.

Ali is passionate about helping others. She is a certified performance coach, helping women and business owners with their professional endeavors and goals.

Connect with Alexandria:
GoffLegal.com
On Instagram @goff.legal
On Facebook
Her Video Library
To contact or be added to their email list, email Info@GoffLegal.com.

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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 heartfelt and illuminating episode, Sara sits down with Barbara Karnes, a pioneering voice in hospice care and end-of-life education. Barbara shares her journey from nursing school to becoming a trusted guide for families during life’s most profound transition. She sheds light on how our society’s fear of death has created a gap in understanding the natural dying process and offers practical advice to help families feel more prepared and less afraid. Drawing from decades of hospice work and her groundbreaking booklet Gone From My Sight, Barbara discusses why death is a communal, emotional event, not just a medical one. She reveals how end-of-life care can be transformed into a sacred, meaningful experience for everyone involved. If you’re curious about hospice care or seeking guidance on navigating end-of-life transitions, Barbara’s wisdom shines brightly on this universal journey. Don’t miss her practical tips, touching stories, and powerful call to live—and die—with love and intention.

About Barbara:
If it has to do with death and dying, Barbara Karnes, RN is talking about it. Her articles have been featured in The NY Times, USA Today, The Huffington Post, Thrive Global, & The Washington Post, among others. Awarded the NHPCO Innovator award for her decades as an end-of-life educator and for her iconic booklet, GONE FROM MY SIGHT: The Dying Experience (aka: "the hospice blue book").

Barbara’s career spans four decades and began as an early hospice pioneer during the AIDS crisis. In addition to the many years she has spent at the bedside caring for patients and their families as a nurse, Barbara has also served as executive director of hospice and various home-health agencies. She has worked through the hospice ranks as patient care manager, clinical director, staff, nurse, and volunteer. Barbara is a dedicated end of life educator, training professionals, authoring resource materials, booklets, movies, and her fabulous blog.

“People don’t understand that there’s a normal, natural way of dying. My materials are written to guide and support anyone who finds themselves addressing end of life situations. The goal is to help people have a positive experience so everyone involved will have a sacred memory to carry with them.” - Barbara Karnes, RN

You may find Barbara’s end of life resources for patients, families, an

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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 heartfelt episode, Sara sits down with Tara Accardo, who shares her deeply personal story of navigating profound loss and the transformative power of grief. After losing her mom to esophageal cancer in 2019 and her dad to prostate cancer just six months later, Tara reflects on how anticipatory grief, the shock of loss, and the challenges of managing their estate shaped her journey. Together, Sara and Tara discuss the importance of honoring all emotions and finding support during times of loss. They explore how grief can also present an opportunity for self-discovery and growth as one begins to step forward in life after a loss. Tara shares how these experiences inspired her to embrace her love for writing by starting a blog on grief, launching her podcast Life with Grief, and offering coaching and community support to others facing similar challenges. Tune in for a moving conversation about resilience, the lessons grief teaches, and the critical role of estate planning in navigating life’s unexpected twists.

About Tara:
Tara Accardo is a Grief, Soul Purpose, and Transformational Life Coach. She founded Losses Become Gains in 2022, which offers 1:1 coaching, her Life With Grief Membership & Community, and the Life With Grief Podcast. Tara's mission is to serve support and guidance to those who have experienced loss and are journeying through grief. Through her work and offerings, she supports and guides grievers to navigate their grief in a way that aligns with their unique needs, and empowers them to tap into a more joyful, meaningful, fulfilling life after loss.

Connect with Tara:
On Instagram: @lossesbecomegains & @lifewithgriefpodcast
A Life with Grief Podcast
LossBecomesGains.com

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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.

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In this episode, Sara sits down with Senior Care Advisor and Executive Coach Amy Spring to explore the multifaceted journey of aging and senior care. Amy shares her expertise on the practical, emotional, and social dynamics that families encounter as loved ones grow older, from navigating healthcare to preserving independence and dignity. They discuss the unique challenges of the “sandwich generation,” where many adults today juggle care for both their children and aging parents—often without a clear roadmap. Amy emphasizes the importance of open, ongoing conversations around aging and the need for proactive preparations, including contingency plans to honor loved ones’ desires should circumstances change. Together, Sara and Amy offer invaluable insights to help families approach this journey with respect, love, and peace of mind.

About Amy:
Amy Spring, the cornerstone of Wise-Transitions, is a dedicated physical therapist whose professional life has been devoted to healthcare leadership in varied capacities such as home care agencies, hospitals, and skilled nursing facilities. A distinguished alumnus of D’Youville College, Buffalo, NY, Amy's professional expertise coupled with her in-depth understanding of the nuances of the healthcare system equip her to navigate its complexities with ease. She has witnessed first-hand the changes in healthcare practices and family structures, with families often living far apart, adding another layer of complexity to caregiving.

Being in the field, hands-on with aging individuals and their adult family members, as well as leading teams at the forefront of healthcare, Amy's holistic experience addresses the comprehensive challenges that come with senior care. Through Wise-Transitions, she offers personalized services such as consultation and coaching, holistic plan development to ensure balance, and support network establishment, empowering adult family members to navigate the delicate balance of career and supporting aging parents. Her mission through Wise-Transitions is to guide and support adult children in finding harmony in their careers, caring for aging parents, and maintaining a sense of self.

Amy understands the intricate challenges seniors and families caring for aging or sick loved ones encounter, with the evolving healthcare landscape and changing family structures adding complexity to the journey. Through Wise-Transitions, she offers personalized services including consultation and coaching, holistic plan development to ensure balance, and support network establishment. Amy's approach is rooted in the belief that no one should have to choose between their careers, self-care, family, and supporting responsibilities.

She offers the assurance of having a compassionate guide who understands their challenges and is dedicated to helping them navigate this phase with tangible results, ensuring dignity, respect, and peace of mi

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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 episode, Sara sits down with Dr. Sara Zeff Geber, a renowned speaker and author on retirement and aging, who coined the term "solo aging." Together, they explore the unique challenges faced by individuals who anticipate aging without traditional family support. Dr. Geber sheds light on the importance of selecting the right proxies and considering alternative living arrangements, all while underscoring the idea that legacy is about much more than what you leave behind for your children. Solo agers, too, have a profound legacy to offer, whether through community connections, mentorship, or contributions to the world around them. This episode provides a compassionate and practical guide to building a meaningful legacy and preparing for the later stages of life, regardless of family circumstances. Don't miss this insightful conversation that will inspire you to reflect on your own legacy and plan for a secure, fulfilling future.

About Dr. Geber:
Dr. Sara Zeff Geber, PhD, is an author and keynote speaker. Over the past 10 years, Sara has developed a niche specialty talking about the challenges of “Solo Agers,” people who have no children or who are aging alone with no support from nearby family. She believes Solo Agers have unique needs in later life that warrant greater foresight and a more robust approach to planning.

Dr. Geber is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults (Mango Press, 2018) which was selected that year as a “best book on aging well” by the Wall Street Journal.

Also in 2018, Sara was named an “Influencer in Aging” by the editorial team at NextAvenue, a digital journalism publication produced by PBS.

In 2023, Sara was the guest editor of the summer issue of the American Society on Aging’s Generations Journal, an issue which focused entirely on Solo Aging. In addition to her own essay for the Journal issue, Sara recruited 15 additional authors to write about a wide variety of topics important to Solo Agers.

Sara has been a regular contributor to Forbes.com on the topics of aging and retirement for the past six years.

A sought-after speaker at conferences on retirement and aging, Sara is active in the Retirement Coaches Association, the American Society on Aging, the Sonoma County Section on Aging, and the Life Planning Network.

Though married, Sara considers herself a Solo Ager, since she has no children. She lives with her husband and pooch in Santa Rosa, California.

Connect with Dr. Geber:
Her website: Lifeencore.com
On LinkedIn
Purchase her book:

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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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