Estate Planning & Trust
Podcast Episodes
Featured Episode
Episode 210: Childfree Estate Planning and Long-Term Care
The estate and long-term care system assumes you have kids to make your decisions and inherit what’s left, which quietly turns standard legal documents into a liability when you’re Childfree. Dr. Jay Zigmont, CFP® pulls apart his in-depth Kitces article to show how to build a plan that actually protects you.
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.