Hawaii Retirement Show

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


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Hawaii Retirement ShowBy Jason Cutitta, CFP®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

10 ratings


More shows like Hawaii Retirement Show

View all
ChooseFI | Financial Independence Podcast by ChooseFI

ChooseFI | Financial Independence Podcast

5,157 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,448 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,035 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

830 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,067 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

FI Minded - Financial Independence Without the Extremes by Justin Peters - Financial Independence Podcast Host & Educator

FI Minded - Financial Independence Without the Extremes

101 Listeners