Applied Estate Planning: Across Life Events, Family Dynamics, and the Long Arc

Applied estate planning adapts across life events, family dynamics, and the long arc. This applied course teaches integrated reasoning through case-based modules. By the end of this course you will be able to adapt the plan across life events, navigate complex family dynamics, integrate estate planning with broader financial life, and sustain the plan across decades. What you will learn: - Approaches to life events including marriage, divorce, births, deaths, and moves - Approaches to complex family dynamics including blended families and adult children - Approaches to business interests in estate planning - Approaches to specific situations including special needs heirs - Approaches to integrating planning with retirement and long-term care - Approaches to charitable giving alongside transfer to heirs - Approaches to long-term maintenance including periodic review The course is structured around six applied modules. Each produces a written artifact: a life events plan, a complex family dynamics framework, a business interests reflection, a special needs heirs plan, an integration plan, and a long-term maintenance plan. This course is written for adults thinking across the long arc. The course is informational and does not substitute for licensed legal or financial advice. By the end you will have moved from one-time planning to a sustained practice.