Long-Term Planning
Podcast Episodes
Featured Episode
Episode 198: Solo Aging for Childfree Adults: How to Plan Before You Need To
Most people assume that if they don’t have kids, someone will figure it out when the time comes. Carol Marak has spent over a decade proving that the people who age well alone are the ones who plan for it on purpose. She joins Dr. Jay Zigmont, CFP® to talk about the three questions every soloist needs answered, why finances anchor the whole plan, and how to build a support system before a crisis forces the issue.
Articles
Estate Planning Documents for Childfree People
Essential estate planning for Childfree people: wills, beneficiaries, living wills, powers of attorney, and more documents you need now.
What Does Leaving a Legacy Mean Without Kids?
What does legacy mean without kids? Discover meaningful ways Childfree people can create lasting impact and be remembered.
What Is Power of Attorney (and Why You Need One)
Power of attorney protects you if incapacitated. Understand financial and medical POA differences and why every adult needs both.
What Is a Living Will?
Living wills ensure your medical wishes are honored when you can’t speak for yourself. Learn what to include and why you need one.
What Is a Trust (and Do You Need One)?
Do Childfree people need trusts? Explore different trust types and when they make sense for estates without children.
What Financial Paperwork Do I Need to Get Done?
Get your financial paperwork in order: essential documents including wills, beneficiaries, insurance policies, and critical directives.