Childfree Life by Design

Protecting Your Pets: Emergency Planning & Long-Term Care | Bri Conn, CFP® & Dr. Jay Zigmont, CFP®


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What happens to your pets if you're suddenly unable to care for them? For Childfree people with animal companions, this isn't just about planning for after you're gone. It's about having a solid plan for emergencies, temporary disability, and ensuring your pets get the care they need when you can't provide it.

Bri Conn, CFP® and Dr. Jay Zigmont, CFP® tackle pet protection planning, from 155-pound English Mastiffs with special dietary needs to orange cats with attitude problems. They break down the difference between temporary care (you're in the hospital for three days) and permanent arrangements (you pass away), the legal reality that pets are considered property, how pet trusts work differently than wills, and Childfree Trust®'s 24/7 emergency response system that activates care plans the moment someone is hospitalized.

Key Takeaways:

  • Temporary vs permanent care requires different plans: Emergency disability needs immediate pet care with existing sitters or facilities. Permanent arrangements require identifying long-term guardians willing to take animals with special needs.
  • Pet trusts protect animals beyond wills: Pet trusts ensure trustees oversee that guardians actually spend funds on your pet's benefit.
  • Care documents enable emergency response: Document feeding schedules, medical conditions, allergies, medications, veterinarian contacts, and house access information so caregivers know exactly what your pet needs.
  • The 3 C's framework: Caretaker, Communication, Critical information: Who takes responsibility, how they're reached in emergencies, and everything they need to know about food, medicine, behavior, and routines.

Mentioned in this episode:

  • Protecting pets emergency checklist - Download it here
  • Start your estate planning here - www.ChildfreeTrust.com

Episode Hosts:

Bri Conn, CFP® -  Customer Experience Manager at Childfree Trust®. Bri has multiple backup caretakers lined up for her dog and maintains a detailed "doggy resume" with all care information readily accessible

Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Jay's 155-pound English Mastiff has extensive special needs and a precise 5:00 PM dinner schedule, making detailed care planning essential.

About Childfree Insights

Childfree Insights is the trusted education hub for people who are Childfree or permanently childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth and Childfree Trust, supporting long-term planning for people living without kids.

Connect with Us:

Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:

Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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