
Estate planning is often built around a familiar structure: your spouse makes decisions for you, your children eventually inherit your assets, and a responsible family member serves as executor or trustee. But what happens when you don't have children—or an obvious person to fill those roles? In this episode, we discuss how estate planning changes when there aren't default answers. Who should make financial or healthcare decisions if you're incapacitated? Who should administer your estate? And if leaving a traditional inheritance isn't part of the plan, what do you actually want your wealth to accomplish? The conversation also explores how professional fiduciaries may fit into the picture, different ways to think about legacy beyond children, and why having no major inheritance goal can create a very different retirement-spending conversation. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Rising Treasury Yields, Social Security & Year-End Tax Moves (9/12/2026)

Your Retirement Plan Works. But Will It Hold Up?

What Does a Great Financial Plan Actually Look Like? with Bob Ruelle (8/29/2026)

Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)
Free AI-powered recaps of Real Money Pros and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.