Hawaii Retirement Show

← Hawaii Retirement Show3 jun · 32 min

Ep.#113: Estate Planning Without Children with Maddy Roche

Ep.#113: Estate Planning Without Children with Maddy Roche3 jun32 min

In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Maddy Roche, Chief Growth Officer at Childfree Trust, to discuss estate planning, care planning, and legacy planning for people who do not have children. They explore why traditional estate planning assumptions may not always fit childfree adults, especially when there are no obvious heirs or family members expected to step in during an emergency.

The conversation also covers the key documents everyone should consider having in place, including trusts, powers of attorney, and medical decision-making documents. Maddy also explains how Childfree Trust helps members think through who will handle their affairs, how fiduciary support can work, what happens during cognitive decline or medical emergencies, and how childfree individuals can create a meaningful legacy beyond leaving assets to children.

Childfree Trust: https://www.childfreetrust.com

Website: https://www.hiretirementshow.com

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