Estate planning is not something most people should handle entirely alone. EST 104 explains the professionals, advisors, fiduciaries, and trusted family members who may become part of your estate planning team. Learn what each person does, which roles require professional expertise, and how to choose people who will protect your wishes and help your family.
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EST 103 explains what probate is, why it can delay family access to assets, and how wills, trusts, beneficiary designations, and ownership planning may help reduce probate problems.
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An Estate Planning Portfolio is much more than a will or trust. In this comprehensive beginner’s master class from RetireCoast, you’ll learn how to organize every important document, financial account, insurance policy, password, digital asset, beneficiary designation, and personal instruction your family may need if you become incapacitated or pass away. By the end of this course, you’ll have a practical system for creating an estate planning binder that simplifies life for your loved ones and supports every part of your estate plan.
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Whether you’re just beginning your estate planning journey or updating an existing plan, this comprehensive Introduction to Estate Planning explains the fundamentals in plain English. Learn why every adult needs an estate plan, understand wills, trusts, probate, powers of attorney, healthcare directives, and beneficiary designations, and discover how to build your complete RetireCoast Estate Planning Portfolio through the RetireCoast Estate Planning Academy.
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Explore our growing collection of articles about life in 1776, the people of the Revolution, weapons, camp followers, women of the war, and how America changed over 250 years. Many of our 250th Anniversary articles are among the most-read and highly rated history features on RetireCoast.
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