Having parents with money doesn’t mean planning is easier—just different.
In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotional toll of taking over someone else’s legacy, they cover it all.
We'll cover:
- What documents and conversations you must have with wealthy parents
- Why financial planning should include both parties—parents AND you
- When to bring in professionals (hint: now)
- How to avoid family feuds before they start
Whether you’re dealing with land, crypto, or cold wallet passwords, this episode will help you plan smarter and sleep easier.
Mentioned in this Episode:
- Schedule your Childfree Wealth® Checkup https://childfreewealth.com/schedule-a-checkup/
- Interested in a Parent Checkup? Email us at media@childfreewealth.com for more info!
- Sign-up for our Weekly Newsletter: https://bit.ly/cwnewsletter2
#ChildfreeWealthPodcast #ChildfreeWealth #EstatePlanning #Inheritance #WealthPlanning #ChildfreeLife #FinancialPlanning
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
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