RESOURCES
Useful Articlesand Resources
What Paperwork Do I Need to Get Done?
By Jay Zigmont | Sep 19, 2025
Ensure your wishes are followed with a will, living will, and power of attorney. This article explains how these crucial documents protect your assets and medical decisions, especially if you're Childfree or have complex family relationships.
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What Is a Living Will?
By Jay Zigmont | Sep 19, 2025
A living will is a crucial legal document that lets you communicate your medical wishes if you can't speak for yourself. This article explains what to include and how to create one to give you and your loved ones peace of mind.
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What Is Power of Attorney (and Why You Need One)
By Jay Zigmont | Sep 19, 2025
A Power of Attorney is a crucial legal document that lets you appoint someone to manage your finances if you become unable to. This article explains what a POA is, what it does, and how to set one up.
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What Is a Trust (and Do You Actually Need One)?
By Jay Zigmont | Sep 19, 2025
A trust is a powerful legal tool for managing assets, but is it right for you? This article explains what a trust is, its benefits, and helps you decide if it's a necessary part of your financial plan.
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How Do I Find Someone to Be My Executor (or Healthcare Proxy)?
By Jay Zigmont | Sep 19, 2025
End-of-life planning is crucial for Childfree individuals. Learn the importance of naming an executor and a healthcare proxy to ensure your wishes are carried out and your assets are protected.
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When Should You Ask for Legal Help with Money Matters?
By Jay Zigmont | Sep 19, 2025
Not every financial issue requires a lawyer, but some situations, like divorce, serious tax problems, or complex estate planning, definitely call for legal help. Learn when you need an attorney and when you can handle things on your own.
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Losing a Loved One: What Happens to Their Finances—and Yours
By Jay Zigmont | Sep 19, 2025
Losing a loved one is a difficult experience, and managing their finances can add to the stress. This guide helps you navigate the financial logistics, from sorting joint accounts to understanding debts and inheritance.
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You Just Got an Inheritance—Here’s What Not to Do First
By Jay Zigmont | Sep 5, 2025
it fits your financial goals, and check for tax implications. Taking time, staying thoughtful, and consulting a CERTIFIED FINANCIAL PLANNER™ can help you turn this windfall into a meaningful step for your financial future.
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Why would I want a geriatric care manager?
By Jay Zigmont | Mar 19, 2024
No one likes to think about getting older (or your loved ones getting older and requiring specialized care), but it happens to most of us. When you’re planning for your old age (or that of someone else, such as a parent or grandparent), you may want to pay for the services of a very special […]
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Legal Estate Documents for Childfree People: What Do I Need?
By Jay Zigmont | Aug 28, 2022
Many people say they are too young to think about a will and other paperwork. In our current political climate, it is more important than ever to make sure you have all of your documents in top shape — especially if you’re Childfree, single, in an unmarried couple, an LGBTQIA+ married couple, or in a […]
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