Course
Estate & Legacy Planning
Wills, trusts, beneficiary designations, and the basics of transferring wealth to the people and causes you care about.
Lesson 1
Wills, Trusts, and Probate
The core legal tools for directing what happens to your assets, and the court process that happens without them.
Includes quizLesson 2
Beneficiary Designations
Why the beneficiary form on your retirement account or life insurance policy can override what your will says.
Includes quizLesson 3
Estate Tax & Legacy Planning Basics
How estate and gift taxes generally work at a high level, and the broader idea of legacy planning beyond just taxes.
Includes quizLesson 4
When to Revisit Your Estate Plan
An estate plan isn't a one-time task — certain life events are natural prompts to review it.
Includes quiz