⚖️ Estate Planning Series
Simple, clear guidance to help you protect what matters most.
How This Series Helps
Estate planning doesn’t have to be confusing, intimidating, or something you “get to later.”
The Estate Planning Series was designed to guide you through the process step by step.
Each article takes one topic and breaks it down in simple, practical terms. You learn the purpose and power of estate planning, laying a strong foundation before diving deeper into specific topics like wills, trusts, guardianship, and protecting digital assets in the articles ahead.
Whether you’re creating your first plan or reviewing an existing one, this series will help you move forward confidently—one decision at a time.
Where to Begin
The Estate Planning Series is organized into clear phases.
If you’re new to estate planning, Phase 1 gives you clarity before decisions.
⚖️ Phase 1: Understanding the Basics
Includes: wills, trusts, beneficiary planning, and what happens if you do nothing
Build your foundation.
Phase 1 introduces the core concepts of estate planning, helping readers understand the essential documents every family needs and why early planning prevents stress, confusion, and costly legal delays.
It gives readers the “big picture” and prepares them to make informed decisions as they move deeper into the series.
⚖️ Phase 2 — Building Your Plan
Includes: trusts, trustees, funding strategies, and building a working estate plan
Shape your core decisions.
Phase 2 explains how trusts work, why families often choose them, and how to properly fund, structure, and maintain them to avoid common and expensive mistakes.
This phase moves readers from basic understanding into practical, action-oriented planning.
⚖️ Phase 3 — Advanced Planning & Protection
Includes: incapacity planning, family dynamics, privacy, and special protection strategies
Strengthen your plan for unique situations.
Phase 3 focuses on people-centered situations — incapacity, medical decision-making, blended families, children, privacy, and disability planning — showing how estate planning supports real families in real-life situations.
It helps readers apply the foundational knowledge to their own lives with clarity and confidence.
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