Estate Planning (Education)

Estate Planning (Education) in plain English

Educational overview only. Rules can change and details depend on your situation.

This page gives you practical context and a simple checklist.

Good fit when

1. You want clarity on what it does and what it does not do
2. You want a plan that matches your timeline
3. You want to avoid common mistakes

What to watch

1. The rule that drives the outcome
2. The timeline, short term and long term
3. How it fits with your other priorities

Common mistakes

1. Over optimizing and then doing nothing
2. Not tracking the key numbers
3. Copying someone else’s plan without your own context

What to do next

1. Write down your goal and timeline
2. Choose one simple action for the next week
3. Review monthly

FAQ

What is the simplest first step

Start with clarity, then one consistent action

What should I avoid

Complexity that makes you stop