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
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.
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.
Insights Straight to Your Inbox
Tips, freebies, event invites, and more to make your Childfree life even more amazing
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