Foundations of Estate Planning

Estate planning shapes what happens to assets and the people you care about. Sound practice rests on understanding the purpose, building blocks, and principles. This foundational course provides that base. By the end of this course you will be able to describe the purpose of estate planning, recognize the major building blocks, identify the principles of thoughtful planning, and understand when professional consultation is essential. What you will learn: - The purpose of estate planning across asset transfer, guardianship, and decisions - The major documents including wills, trusts, powers of attorney, and directives - The role of beneficiary designations - The principles of choosing executors, trustees, and guardians - The role of taxes and how they interact with planning - Common pitfalls including outdated documents and DIY kits with state requirements unmet - The signs that suggest consultation with an attorney The course uses readings, principle summaries, case examples, and reflection prompts. Each module ends with applied exercises. The course is informational and does not substitute for licensed legal or financial advice. This course is written for adults who want a structured introduction to estate planning. By the end you will have replaced confusion about documents with a structured understanding.