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Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
Chelsea Kramer is a Licensed Marriage and Family Therapist in Seattle, WA. Over her 13 years of practice, she's helped individuals, couples, and families with grief, anxiety, trauma, and medical challenges.
Chelsea Kramer is a Licensed Marriage and Family Therapist in Seattle, WA. Over her 13 years of practice, she's helped individuals, couples, and families with grief, anxiety, trauma, and medical challenges.
Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its 'Estate Planning with Heart' philosophy. She focuses on estate planning, real estate law, and helping clients plan around property, co-ownership, and ensuring their wishes are honored. Rebecca is passionate about demystifying the legal process, educating clients and the community, and advocating for inclusive and thoughtful estate planning.
Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its 'Estate Planning with Heart' philosophy. She focuses on estate planning, real estate law, and helping clients plan around property, co-ownership, and ensuring their wishes are honored. Rebecca is passionate about demystifying the legal process, educating clients and the community, and advocating for inclusive and thoughtful estate planning.
Teepa Snow is an occupational therapist with over forty years of clinical and academic experience. She is a leading advocate and educator for dementia care, known for developing the GEMS State Model and the Positive Approach to Care training strategies. She is the Education Director of the Eastern North Carolina Alzheimer's Association and the founder of Positive Approach to Care (PAC), which collaborates globally to improve dementia care.
Teepa Snow is an occupational therapist with over forty years of clinical and academic experience. She is a leading advocate and educator for dementia care, known for developing the GEMS State Model and the Positive Approach to Care training strategies. She is the Education Director of the Eastern North Carolina Alzheimer's Association and the founder of Positive Approach to Care (PAC), which collaborates globally to improve dementia care.
Amy Friesen is a renowned expert in senior living, celebrated for her innovative approach to Eldercare and her tireless advocacy for seniors and their families. With over 20 years of experience in the senior-housing industry, Friesen has established herself as a trusted voice in navigating the complexities of aging and care. As the founder of Tea & Toast, Amy's mission is to simplify the often-overwhelming process of finding suitable senior-living options. Her unique methodology offers personalized guidance tailored to each family's specific needs, ensuring that seniors receive the most appropriate care while alleviating the stress on their loved ones. Amy's holistic approach prioritizes both immediate well-being and long-term planning, empowering families to make confident decisions throughout the Eldercare journey. Her expertise has earned her widespread recognition, including the 2018 Businesswoman of the Year Award and the Ottawa Business Journal's 2019 Forty Under 40 award, both acknowledged by the House of Commons. Her educational background in psychology from the University of Ottawa and business marketing from Algonquin College provides a solid foundation for her work. As a sought-after speaker and media guest, Amy frequently shares her insights on senior living and Eldercare planning through news interviews and podcasts.
Amy Friesen is a renowned expert in senior living, celebrated for her innovative approach to Eldercare and her tireless advocacy for seniors and their families. With over 20 years of experience in the senior-housing industry, Friesen has established herself as a trusted voice in navigating the complexities of aging and care. As the founder of Tea & Toast, Amy's mission is to simplify the often-overwhelming process of finding suitable senior-living options. Her unique methodology offers personalized guidance tailored to each family's specific needs, ensuring that seniors receive the most appropriate care while alleviating the stress on their loved ones. Amy's holistic approach prioritizes both immediate well-being and long-term planning, empowering families to make confident decisions throughout the Eldercare journey. Her expertise has earned her widespread recognition, including the 2018 Businesswoman of the Year Award and the Ottawa Business Journal's 2019 Forty Under 40 award, both acknowledged by the House of Commons. Her educational background in psychology from the University of Ottawa and business marketing from Algonquin College provides a solid foundation for her work. As a sought-after speaker and media guest, Amy frequently shares her insights on senior living and Eldercare planning through news interviews and podcasts.
Laura Lynn Morrissey has devoted her career to guiding individuals and families through the complexities of aging with confidence and purpose. As the founder of SilverSavvy, she empowers people over 60 to view aging as an opportunity for growth, connection, and vitality. SilverSavvy provides curated resources, practical tools, and personalized consultative services to support meaningful life care planning. Drawing on her extensive background in financial services, healthcare, and client support—and her personal experience as a caregiver and homecare business owner—Laura Lynn combines professional expertise with deep empathy. Her work includes support for long-term care insurance claims, home care provider selection, and health and wellness planning, offering practical solutions to simplify decisions and foster independence. Laura Lynn is a certified trainer, nutritionist, aging specialist, and dementia practitioner, recognized for her compassionate and solution-oriented approach. Through SilverSavvy, she bridges gaps in fragmented systems of care and support, helping individuals and their families not just navigate aging but celebrate it as a time of vitality and legacy-building.
Laura Lynn Morrissey has devoted her career to guiding individuals and families through the complexities of aging with confidence and purpose. As the founder of SilverSavvy, she empowers people over 60 to view aging as an opportunity for growth, connection, and vitality. SilverSavvy provides curated resources, practical tools, and personalized consultative services to support meaningful life care planning. Drawing on her extensive background in financial services, healthcare, and client support—and her personal experience as a caregiver and homecare business owner—Laura Lynn combines professional expertise with deep empathy. Her work includes support for long-term care insurance claims, home care provider selection, and health and wellness planning, offering practical solutions to simplify decisions and foster independence. Laura Lynn is a certified trainer, nutritionist, aging specialist, and dementia practitioner, recognized for her compassionate and solution-oriented approach. Through SilverSavvy, she bridges gaps in fragmented systems of care and support, helping individuals and their families not just navigate aging but celebrate it as a time of vitality and legacy-building.
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Here's the recent few episodes on The Legacy of Love.
0:0048:27
From Medical Trauma to Mental Health: A Conversation with Therapist Chelsea Kramer
Hosts
Hosts of this podcast episode
Sara Ecklein
Guests
Guests of this podcast episode
Chelsea Kramer
Keywords
Keywords of this podcast episode
medical traumamental healthgriefanxietyfamily systemsend-of-life careestate planning
In this insightful episode, Sara welcomes Chelsea Kramer, a licensed marriage and family therapist specializing in grief, anxiety, and medical trauma. Chelsea shares her profound expertise on supporting individuals and families navigating health challenges, offering valuable perspectives on family systems during aging and decline. The conversation explores how medical diagnoses affect entire family systems, not just the patient, and discusses practical approaches to facilitating difficult conversations with loved ones. Chelsea emphasizes the importance of curiosity over problem-solving, redefines acceptance as an active daily practice rather than a one-time event, and highlights the critical need for caregivers to prioritize self-care to avoid compassion fatigue. This episode is essential listening for anyone supporting loved ones through health challenges or seeking to approach difficult family conversations with greater compassion and understanding.
About Chelsea:
Chelsea Kramer is a Licensed Marriage and Family Therapist in Seattle, WA. Over her 13 years of practice, she's helped countless individuals, couples, and families build better relationships and adapt to life's challenges.
Chelsea specializes in grief, anxiety, and trauma. Common populations in Chelsea's practice include individuals and families facing acute and chronic illness, pregnancy loss, medical trauma, and loss.
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.
In this insightful episode, Sara welcomes Chelsea Kramer, a licensed marriage and family therapist specializing in grief, anxiety, and medical trauma. Chelsea shares her profound expertise on supporting individuals and families navigating health challenges, offering valuable perspectives on family systems during aging and decline. The conversation explores how medical diagnoses affect entire family systems, not just the patient, and discusses practical approaches to facilitating difficult conversations with loved ones. Chelsea emphasizes the importance of curiosity over problem-solving, redefines acceptance as an active daily practice rather than a one-time event, and highlights the critical need for caregivers to prioritize self-care to avoid compassion fatigue. This episode is essential listening for anyone supporting loved ones through health challenges or seeking to approach difficult family conversations with greater compassion and understanding.
About Chelsea:
Chelsea Kramer is a Licensed Marriage and Family Therapist in Seattle, WA. Over her 13 years of practice, she's helped countless individuals, couples, and families build better relationships and adapt to life's challenges.
Chelsea specializes in grief, anxiety, and trauma. Common populations in Chelsea's practice include individuals and families facing acute and chronic illness, pregnancy loss, medical trauma, and loss.
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.
Happy Pride! In this powerful episode, Sara sits down with estate planning attorney Rebecca Secord to explore what it truly means to craft an inclusive, protective, and affirming estate plan- especially for members of the LGBTQ+ community. Rebecca shares her unique journey from real estate law into estate planning, highlighting how the two are deeply intertwined and why proactive planning is essential for everyone, not just those with children or property. Together, they unpack key considerations that often go overlooked in traditional planning, including how to safeguard chosen family, naming guardians for minor children, and address healthcare access, trans rights, and reproductive autonomy within legal documents. Rebecca also emphasizes the importance of working with professionals who lead with empathy, inclusion, and a deep understanding of the lived experiences of queer individuals and families. Whether you're LGBTQ+, a parent of queer children, or simply seeking a more heart-centered approach to legacy planning, this episode offers vital insight into how thoughtful estate planning can be an act of both love and advocacy.
About Rebecca Secord:
Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its "Estate Planning with Heart®" philosophy. Rebecca focuses on estate planning but never really left her real estate roots – she’s obsessive about all things real estate and helps clients plan smarter around property, co-ownership issues and making sure their wishes actually stick. Her approach aligns with De Fonte Law's mission to provide personalized estate plans that empower heirs, preserve family harmony, and reflect individual values.
Passionate about demystifying the legal process, Rebecca actively engages in educating clients and the community. She frequently leads workshops and speaks on topics related to estate planning and real estate, embodying De Fonte Law's commitment to client education and empowerment.
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.
Happy Pride! In this powerful episode, Sara sits down with estate planning attorney Rebecca Secord to explore what it truly means to craft an inclusive, protective, and affirming estate plan- especially for members of the LGBTQ+ community. Rebecca shares her unique journey from real estate law into estate planning, highlighting how the two are deeply intertwined and why proactive planning is essential for everyone, not just those with children or property. Together, they unpack key considerations that often go overlooked in traditional planning, including how to safeguard chosen family, naming guardians for minor children, and address healthcare access, trans rights, and reproductive autonomy within legal documents. Rebecca also emphasizes the importance of working with professionals who lead with empathy, inclusion, and a deep understanding of the lived experiences of queer individuals and families. Whether you're LGBTQ+, a parent of queer children, or simply seeking a more heart-centered approach to legacy planning, this episode offers vital insight into how thoughtful estate planning can be an act of both love and advocacy.
About Rebecca Secord:
Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its "Estate Planning with Heart®" philosophy. Rebecca focuses on estate planning but never really left her real estate roots – she’s obsessive about all things real estate and helps clients plan smarter around property, co-ownership issues and making sure their wishes actually stick. Her approach aligns with De Fonte Law's mission to provide personalized estate plans that empower heirs, preserve family harmony, and reflect individual values.
Passionate about demystifying the legal process, Rebecca actively engages in educating clients and the community. She frequently leads workshops and speaks on topics related to estate planning and real estate, embodying De Fonte Law's commitment to client education and empowerment.
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.
From Caregiver to Care Partner: Rethinking Dementia Support with Teepa Snow
Hosts
Hosts of this podcast episode
Sara Ecklein
Guests
Guests of this podcast episode
Teepa Snow
Keywords
Keywords of this podcast episode
dementia supportcare partnerrelational approachP.I.P.E.S. frameworkmemory caredignity in carebrain changepositive approach to care
In this powerful episode, Sara sits down with internationally renowned dementia care educator and occupational therapist Teepa Snow. Drawing from over four decades of experience, Teepa shares why she uses the term “care partner” instead of “caregiver” and reveals how a relational, skills-based approach can dramatically improve the quality of life for individuals living with dementia and those supporting them. From the importance of curiosity to her innovative P.I.P.E.S. framework, Teepa offers transformative insights into what it really takes to build connection and preserve dignity in memory care. Whether you're a professional in elder law or a family member supporting a loved one through brain change, this conversation is rich with practical wisdom, validation, and hope.
About Teepa:
Teepa Snow is one of the world’s leading advocates and educators for anyone living with dementia or other forms of brain change.
Teepa is an Occupational Therapist with over forty years of rich and varied clinical and academic experience. Her philosophy is reflective of her education, work experience, medical research, and first-hand caregiving experiences. Her advocacy efforts led her to the development of the GEMS® State Model for understanding the progression of dementia and changes in abilities. She also created the Positive Approach to Care® training strategies, which are effective techniques for anyone seeking to optimize care and support for those living with brain change. As the Education Director of Eastern North Carolina’s Alzheimer’s Association, she also helped to create the nation’s award-winning DVD entitled Accepting the Challenge: Providing the Best Care for People with Dementia. Her user-friendly approaches provide guidance and leadership to national efforts to promote best practices in care.
Teepa’s company, Positive Approach to Care (PAC), was founded in 2006 and is now collaborating to improve dementia care in over thirty countries worldwide. PAC provides online and in-person services, training, and products to professionals, family members, the lay public, and people living with brain change.
Teepa presents with extraordinary expertise and humor to audiences large and small throughout the world. Please join in her mission to improve the culture of dementia care, one mind at a time.
Visit TeepaSnow.com for educational video clips, DVDs, books, information on individual certifications, online support groups, virtual and onsite trainings, or to subscribe to a free monthly newsletter.
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.
In this powerful episode, Sara sits down with internationally renowned dementia care educator and occupational therapist Teepa Snow. Drawing from over four decades of experience, Teepa shares why she uses the term “care partner” instead of “caregiver” and reveals how a relational, skills-based approach can dramatically improve the quality of life for individuals living with dementia and those supporting them. From the importance of curiosity to her innovative P.I.P.E.S. framework, Teepa offers transformative insights into what it really takes to build connection and preserve dignity in memory care. Whether you're a professional in elder law or a family member supporting a loved one through brain change, this conversation is rich with practical wisdom, validation, and hope.
About Teepa:
Teepa Snow is one of the world’s leading advocates and educators for anyone living with dementia or other forms of brain change.
Teepa is an Occupational Therapist with over forty years of rich and varied clinical and academic experience. Her philosophy is reflective of her education, work experience, medical research, and first-hand caregiving experiences. Her advocacy efforts led her to the development of the GEMS® State Model for understanding the progression of dementia and changes in abilities. She also created the Positive Approach to Care® training strategies, which are effective techniques for anyone seeking to optimize care and support for those living with brain change. As the Education Director of Eastern North Carolina’s Alzheimer’s Association, she also helped to create the nation’s award-winning DVD entitled Accepting the Challenge: Providing the Best Care for People with Dementia. Her user-friendly approaches provide guidance and leadership to national efforts to promote best practices in care.
Teepa’s company, Positive Approach to Care (PAC), was founded in 2006 and is now collaborating to improve dementia care in over thirty countries worldwide. PAC provides online and in-person services, training, and products to professionals, family members, the lay public, and people living with brain change.
Teepa presents with extraordinary expertise and humor to audiences large and small throughout the world. Please join in her mission to improve the culture of dementia care, one mind at a time.
Visit TeepaSnow.com for educational video clips, DVDs, books, information on individual certifications, online support groups, virtual and onsite trainings, or to subscribe to a free monthly newsletter.
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.
Elder Care Planning: Supporting Aging Parents & Preventing Caregiver Burnout with Amy Friesen
Hosts
Hosts of this podcast episode
Sara Ecklein
Guests
Guests of this podcast episode
Amy Friesen
Keywords
Keywords of this podcast episode
elder care planningcaregiver burnoutestate planningtrust administrationend-of-life careretirement livinglong-term carepowers of attorneyaging parentscaregiving journey
In this episode, Sara is joined by Amy Friesen, the founder of Tea & Toast, a Canada-based business specializing in elder care planning, retirement living search, and long-term care navigation. Amy shares her expertise on the often overwhelming process of selecting the right care for aging loved ones and the impact of caregiver burnout. With a focus on education, Amy explains how Tea & Toast helps families make informed, compassionate decisions about their loved ones’ futures by simplifying the search for retirement residences and long-term care options. Together, Sara and Amy highlight the importance of getting the proper legal documents in place, such as the powers of attorney and taking a proactive approach to elder care planning. Amy also offers compassionate guidance on how families can help aging parents stay in their homes longer. Tune in as Sara and Amy explore the evolving landscape of elder care, the challenges of the sandwich generation, and the power of sharing your caregiving journey.
About Amy:
Amy Friesen is a renowned expert in senior living, celebrated for her innovative approach to Eldercare and her tireless advocacy for seniors and their families. With over 20 years of experience in the senior-housing industry, Friesen has established herself as a trusted voice in navigating the complexities of aging and care.
As the founder of Tea & Toast, Amy’s mission is to simplify the often-overwhelming process of finding suitable senior-living options. Her unique methodology offers personalized guidance tailored to each family’s specific needs, ensuring that seniors receive the most-appropriate care while alleviating the stress on their loved ones. Amy’s holistic approach prioritizes both immediate well-being and long-term planning, empowering families to make confident decisions throughout the Eldercare journey.
Amy’s expertise has earned her widespread recognition, including the 2018 Businesswoman of the Year Award and the Ottawa Business Journal’s 2019 Forty Under 40 award, both acknowledged by the House of Commons. Her educational background in psychology from the University of Ottawa and business marketing from Algonquin College provides a solid foundation for her work. As a sought-after speaker and media guest, Amy frequently shares her insights on senior living and Eldercare planning through news interviews and podcasts.
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.
In this episode, Sara is joined by Amy Friesen, the founder of Tea & Toast, a Canada-based business specializing in elder care planning, retirement living search, and long-term care navigation. Amy shares her expertise on the often overwhelming process of selecting the right care for aging loved ones and the impact of caregiver burnout. With a focus on education, Amy explains how Tea & Toast helps families make informed, compassionate decisions about their loved ones’ futures by simplifying the search for retirement residences and long-term care options. Together, Sara and Amy highlight the importance of getting the proper legal documents in place, such as the powers of attorney and taking a proactive approach to elder care planning. Amy also offers compassionate guidance on how families can help aging parents stay in their homes longer. Tune in as Sara and Amy explore the evolving landscape of elder care, the challenges of the sandwich generation, and the power of sharing your caregiving journey.
About Amy:
Amy Friesen is a renowned expert in senior living, celebrated for her innovative approach to Eldercare and her tireless advocacy for seniors and their families. With over 20 years of experience in the senior-housing industry, Friesen has established herself as a trusted voice in navigating the complexities of aging and care.
As the founder of Tea & Toast, Amy’s mission is to simplify the often-overwhelming process of finding suitable senior-living options. Her unique methodology offers personalized guidance tailored to each family’s specific needs, ensuring that seniors receive the most-appropriate care while alleviating the stress on their loved ones. Amy’s holistic approach prioritizes both immediate well-being and long-term planning, empowering families to make confident decisions throughout the Eldercare journey.
Amy’s expertise has earned her widespread recognition, including the 2018 Businesswoman of the Year Award and the Ottawa Business Journal’s 2019 Forty Under 40 award, both acknowledged by the House of Commons. Her educational background in psychology from the University of Ottawa and business marketing from Algonquin College provides a solid foundation for her work. As a sought-after speaker and media guest, Amy frequently shares her insights on senior living and Eldercare planning through news interviews and podcasts.
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.
Planning Forward: How to Age Well and Protect What Matters Most with Laura Lynn Morrissey
Hosts
Hosts of this podcast episode
Sara Ecklein
Guests
Guests of this podcast episode
Laura Lynn Morrissey
Keywords
Keywords of this podcast episode
proactive agingholistic life care planninglong-term care insurancehome care providersassisted livingfinancial legaciesagingvitalityindependence60+ demographic
In this episode, Sara sits down with Laura Lynn Morrissey, founder of Silver Savvy, to explore proactive and empowered aging. Drawing from her experience as a former financial services professional, home care agency owner, and caregiver, Laura Lynn shares how holistic life care planning can reduce crisis-driven decisions, prevent family conflict, and protect financial legacies. Together, they break down the complexities of long-term care insurance, vetting home care providers, and navigating assisted living with confidence. Laura Lynn also discusses the evolving narrative around aging, emphasizing vitality, independence, and the untapped potential of the 60+ demographic. Whether you're caring for aging parents or planning ahead for yourself, this episode offers practical tools and inspiring perspective to help you age with clarity and purpose.
About Laura Lynn:
Laura Lynn Morrissey has devoted her career to guiding individuals and families through the complexities of aging with confidence and purpose. As the founder of SilverSavvy, she empowers people over 60 to view aging as an opportunity for growth, connection, and vitality. SilverSavvy provides curated resources, practical tools, and personalized consultative services to support meaningful life care planning.
Drawing on her extensive background in financial services, healthcare, and client support—and her personal experience as a caregiver and homecare business owner—Laura Lynn combines professional expertise with deep empathy. Her work includes support for long-term care insurance claims, home care provider selection, and health and wellness planning, offering practical solutions to simplify decisions and foster independence.
Laura Lynn is a certified trainer, nutritionist, aging specialist, and dementia practitioner, recognized for her compassionate and solution-oriented approach. Through SilverSavvy, she bridges gaps in fragmented systems of care and support, helping individuals and their families not just navigate aging but celebrate it as a time of vitality and legacy-building.
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.
In this episode, Sara sits down with Laura Lynn Morrissey, founder of Silver Savvy, to explore proactive and empowered aging. Drawing from her experience as a former financial services professional, home care agency owner, and caregiver, Laura Lynn shares how holistic life care planning can reduce crisis-driven decisions, prevent family conflict, and protect financial legacies. Together, they break down the complexities of long-term care insurance, vetting home care providers, and navigating assisted living with confidence. Laura Lynn also discusses the evolving narrative around aging, emphasizing vitality, independence, and the untapped potential of the 60+ demographic. Whether you're caring for aging parents or planning ahead for yourself, this episode offers practical tools and inspiring perspective to help you age with clarity and purpose.
About Laura Lynn:
Laura Lynn Morrissey has devoted her career to guiding individuals and families through the complexities of aging with confidence and purpose. As the founder of SilverSavvy, she empowers people over 60 to view aging as an opportunity for growth, connection, and vitality. SilverSavvy provides curated resources, practical tools, and personalized consultative services to support meaningful life care planning.
Drawing on her extensive background in financial services, healthcare, and client support—and her personal experience as a caregiver and homecare business owner—Laura Lynn combines professional expertise with deep empathy. Her work includes support for long-term care insurance claims, home care provider selection, and health and wellness planning, offering practical solutions to simplify decisions and foster independence.
Laura Lynn is a certified trainer, nutritionist, aging specialist, and dementia practitioner, recognized for her compassionate and solution-oriented approach. Through SilverSavvy, she bridges gaps in fragmented systems of care and support, helping individuals and their families not just navigate aging but celebrate it as a time of vitality and legacy-building.
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.
