Modern Family Finance Podcast

Estate Planning for Singles Without Kids

37 min · 15 de abr de 2025
Portada del episodio Estate Planning for Singles Without Kids

Descripción

In today’s episode, we’re diving into a critical question: What do you do when you don’t have children—or family nearby—to advocate for you as you age? Whether you’re single, child-free, part of the LGBTQ+ community, or simply navigating complex family dynamics, this episode is for you. My guest is Mia Owsley, a licensed professional fiduciary and founder of Mia’s Fiduciary Services which serves the San Francisco Bay Area. Mia is a true advocate for those needing financial management, estate planning, and care coordination, ensuring that her clients wishes are honored, even when they cannot advocate for themselves. Show notes: https://www.modernfamilyfinance.com/how-to-plan-for-the-future-when-youre-on-your-own-or-without-family-nearby/

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16 episodios

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In today’s episode, we’re diving into estate planning—one of the most essential and most often overlooked parts of building a secure financial future. It’s not just about what happens when you're gone—it’s about protecting the people you love and making sure your wishes are honored when it matters most.For women, LGBTQ+ families, singles, and unmarried couples, the stakes can be even higher. The default rules don’t always reflect our lives or our values—which makes thoughtful, proactive planning all the more important.That’s why I’m so excited to welcome Jaime Santos of Santos Walding to the podcast. Jaime is a seasoned estate planning attorney based in the San Francisco Bay Area. A proud East Bay native and a graduate of Berkeley Law, she brings over 20 years of experience in estate planning, business law, and tax strategy. She does it all—and what drives her is helping people protect their families and their futures.

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episode Estate Planning for Singles Without Kids artwork

Estate Planning for Singles Without Kids

In today’s episode, we’re diving into a critical question: What do you do when you don’t have children—or family nearby—to advocate for you as you age? Whether you’re single, child-free, part of the LGBTQ+ community, or simply navigating complex family dynamics, this episode is for you. My guest is Mia Owsley, a licensed professional fiduciary and founder of Mia’s Fiduciary Services which serves the San Francisco Bay Area. Mia is a true advocate for those needing financial management, estate planning, and care coordination, ensuring that her clients wishes are honored, even when they cannot advocate for themselves. Show notes: https://www.modernfamilyfinance.com/how-to-plan-for-the-future-when-youre-on-your-own-or-without-family-nearby/

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