Beyond Bloodlines: Estate Planning When You’re Childfree

Cost: $15 member | $25 non-member

As the number of nonparents grows, it becomes increasingly important to think about their estate planning needs. For estate and financial planning professionals, the question is whether planning for those without children is just about choosing different individuals to handle financial matters and inherit assets—or if there are more meaningful differences between these cohorts that could affect their estate plans.

Speaker: Jennifer Goode, Senior National Director, Wealth Strategies Group at Bernstein Private Wealth Management

About the Speaker:

Jennifer Goode

Jennifer is a Senior National Director of Bernstein Private Wealth Management’s Institute for Trust and Estate Planning in the Washington, D.C. office. In this role, Jennifer works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. She was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. 

Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing. 

Prior to joining Bernstein, Jennifer was a Founding Partner of Birchstone Moore LLC, a Washington, D.C., boutique law firm focused on estate planning and estate and trust administration.