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