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.

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