Estate Planning & Trust
Podcast Episodes
Featured Episode
Episode 181: Planning Without Next of Kin
Chris Dale, CFP®, CeFT® shares a real story of a Childfree client who finalized his estate documents just weeks before a major accident.
Episode 180: The Importance of Care Plans
Episode 179: Building Childfree Trust® With Welon Trust
Episode 178: Protecting Your Pets
Articles
How to Find an Executor or Healthcare Proxy
Choose your executor and healthcare proxy without kids. Learn how to find trustworthy people for these critical legal roles.
Losing a Loved One: What Happens to Finances?
Financial aftermath of losing a loved one: navigate estates, probate, beneficiaries, and how it impacts your own money situation.
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.
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 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.
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