The Kids or Childfree Podcast 95. Dr. Jay Zigmont, CFP on Childfree Trust & Estate Planning
In this episode, Dr. Jay Zigmont returns to the podcast to discuss the unique future planning needs of childfree individuals. He and Keltie chat about:
- The importance of having proper medical and financial directives and the necessity of a support team.
- The paperwork and planning documents every childfree person should have in place.
- Why relying on a family member to help you manage future estate and health concerns is usually a bad idea.
- The special considerations for estate planning that cater to those without kids.
- Legacy planning and the impact childfree individuals can make in their lives and communities.
(0:22) Meet Dr. Jay and his project Childfree Trust
(11:31) Estate & medical emergency planning for childfree people
(24:34) Special challenges in documents for childfree people
(29:10) How to think about aging as a childfree individual
As mentioned in the show: Hear Jay's first appearance on the podcast in Episode 24: kidsorchildfree.com/podcast/episode/219886a3/24-dr-jay-zigmont-cfp-on-childfree-wealth-and-legacy
Find Dr. Jay on Instagram: instagram.com/childfreewealth/ On LinkedIn: linkedin.com/company/childfree-wealth/ Find out more about Dr. Jay and Childfree Trust at childfreetrust.com Join our upcoming Confidently Childfree Support Session with Dr. Jay (happening on May 11th) here: https://www.kidsorchildfree.com/confidently-childfree-support-series
About Dr. Jay: Dr. Jay Zigmont is on a mission to help people without kids live their best lives, with the plan and finances to support it.
He's a CERTIFIED FINANCIAL PLANNER® and Childfree Wealth Specialist® with Childfree Wealth®. In short, he's the go-to expert on navigating the financial road less traveled for people without kids.
He's the author of The Childfree Guide to Life and Money and a cohost of the Childfree Life by Design podcast, where he drops expert knowledge with a dose of humor.
Dr. Jay is a frequent contributor to top-tier media outlets, including Forbes, C-Span TheStreet, and the Wall Street Journal. __
MORE HELP FOR YOUR KIDS OR CHILDFREE DECISION
Start Here: sign up for an upcoming WORKSHOP
🔗 https://kidsorchildfree.com/workshop
Join a GROUP PROGRAM
🔗 Kids or Childfree Group Program ▸ https://www.kidsorchildfree.com/kids-or-childfree-program
🔗Confidently Childfree Group Intensive ▸ https://www.kidsorchildfree.com/confidently-childfree-group-intensive
Access an ON DEMAND class
🔗 Peruse the entire On Demand Collection ▸ https://www.kidsorchildfree.com/ondemand
Join one of our monthly SUPPORT SERIES sessions
🔗 Kids or Childfree Support Series ▸ https://kidsorchildfree.com/kids-or-childfree-support-series
🔗Confidently Childfree Support Series ▸ https://kidsorchildfree.com/confidently-childfree-support-series
Work with me in 1-on-1 COACHING
🔗 https://kidsorchildfree.com/coaching
FREE resources ▸ https://kidsorchildfree.com/free-resources