Estate Planning & Trust
Podcast Episodes
Featured Episode
Episode 205: Guardianship vs. Power of Attorney: Protecting Your Choices as a Solo Ager
The words guardianship and conservatorship usually surface only after a crisis, once the choices have already left your hands. Melissa Holcombe, DSW, LCSW joins Bri Conn, CFP® to explain what these terms really mean, why they are so hard to undo, and how a power of attorney set up ahead of time keeps your medical and financial decisions yours.
Articles
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.
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.
The Comprehensive Guide to Estate Planning for Childfree Adults
Childfree people need custom estate-planning strategies to align with their specific needs, values, and vision for the future.
Protect Your Personal Wishes and Digital Legacy: Childfree Trust in Detail
Creating a comprehensive life and legacy plan as a Childfree individual is more important than you might think, and it all starts with the right tools.
Childfree Estate Planning: Legal Challenges and Opportunities
Secure your estate plan with a professional fiduciary to make medical and financial decisions on your behalf without traditional next of kin.