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Guest Expert: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth®Approximately 25% of the US is Childfree or Permanently Childless and that number is growing. Childfree is defined as people who don't have children and never will have children. The challenge is t...
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A few comments from listeners when they were asked what the learned from the webinar:
Planning for Childless is different than Planning for people who have kids. The concept of dying with "0".
- Ed R.
Very interesting points were raised. I never knew how difficult people were towards individuals that do not have children.
- Dawn D.
Reinforced the sensitivity around the conversations with childfree clients. Ideas on "spending" money. Some things don't matter (i.e. step up in basis, charitable deductions, etc.) at death. Different conversation entirely.
- Cindy B.
Things to think about for my childfree clients, especially the plans for caring for their parent and their own long term care
- Jeff B.
This course addressed many issues that I have been giving some thought to. The term "child free" was one of the great take-aways from the presentation.
- Mark Z.
Planning for Childless is different than Planning for people who have kids. The concept of dying with "0".
- Ed R.
Very interesting points were raised. I never knew how difficult people were towards individuals that do not have children.
- Dawn D.
Reinforced the sensitivity around the conversations with childfree clients. Ideas on "spending" money. Some things don't matter (i.e. step up in basis, charitable deductions, etc.) at death. Different conversation entirely.
- Cindy B.
Things to think about for my childfree clients, especially the plans for caring for their parent and their own long term care
- Jeff B.
This course addressed many issues that I have been giving some thought to. The term "child free" was one of the great take-aways from the presentation.
- Mark Z.
Planning for Childless is different than Planning for people who have kids. The concept of dying with "0".
- Ed R.
Very interesting points were raised. I never knew how difficult people were towards individuals that do not have children.
- Dawn D.
Reinforced the sensitivity around the conversations with childfree clients. Ideas on "spending" money. Some things don't matter (i.e. step up in basis, charitable deductions, etc.) at death. Different conversation entirely.
- Cindy B.
Things to think about for my childfree clients, especially the plans for caring for their parent and their own long term care
- Jeff B.
This course addressed many issues that I have been giving some thought to. The term "child free" was one of the great take-aways from the presentation.
- Mark Z.