Childfree Life by Design Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
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
About Childfree Life by Design:
Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.
Connect with Us:
Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com
Join the conversation on social media:
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...