Childfree Estate Planning | Bri Conn

    If you are childfree and have no plan, the state decides who manages your life and your assets. In this episode, Bri Conn, CFP and Childfree Wealth Specialist, joins host Niki Weiss to explain why traditional estate planning falls short for childfree individuals, solo agers, and the LGBTQ+ community, and what a real protection plan actually looks like. CHAPTERS 0:00 What Happens When Nothing Is Documented 1:41 Why childfree people need a different estate plan 9:46 What Childfree Trust does and who it serves 11:22 What a laughing heir is and how the intestacy chart works 16:08 How Childfree Trust fills executor and medical POA roles 18:26 Care documents: writing down your life beyond legal paperwork 21:01 Why people avoid planning and what it costs them 22:13 The Terry Schiavo case and what it teaches us 27:09 Document, execute, communicate, and update 31:55 Bri's final takeaway and where to find her WHAT YOU WILL LEARN - Why childfree individuals cannot rely on default heirs or the intestacy chart to protect their wishes - What a professional fiduciary does across executor, trustee, and medical power of attorney roles, available in all 50 states - What a laughing heir is and why appointing someone you barely know creates serious conflicts of interest - How care documents go beyond legal paperwork to cover bill pay, pet care, home access, and long-term care preferences - Why your documents need to be found, not just filed, and practical ways to make them accessible in an emergency Start your plan and take the free assessment: https://finalplaybook.com/main-page LISTEN TO THE PODCAST Apple Podcasts: https://podcasts.apple.com/us/podcast/death-and-dying-in-the-digital-age/id1775499012 Spotify: https://open.spotify.com/show/2MQkOgvyPQnLEz1fO9BHkY Subscribe: @DigitalLegacyPodcast FOLLOW US Facebook: https://www.facebook.com/endevo.digitallegacy TikTok: https://www.tiktok.com/@endevo_digitallegacy Instagram: https://www.instagram.com/endevo_digitallegacy/ Download the My Final Playbook app: Google Play: https://play.google.com/store/apps/details?id=endevo.life.finalplaybook Apple App Store: [link coming soon] #deathandyinginthedigitalage #ENDevo #digitallegacy #digitallegacypodcast #myfinalplaybook Disclaimer: The Death and Dying in the Digital Age channel is for educational purposes only and does not provide medical, legal, or financial advice. Views expressed by the host and guests are their own. Always consult qualified professionals before making decisions. The channel is not responsible for actions taken based on its content. Re-uploads or ANY use of our content is prohibited.

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