This lesson invites you to look beyond your day-to-day financial needs and explore the deeply meaningful process of preparing your estate and shaping your legacy. Retirement offers a unique opportunity to ensure that what you’ve built—your values, your wealth, and your wisdom—continues to positively impact the people and causes that matter most to you.

In this lesson, you'll learn what estate planning truly involves—far more than just drafting a will. We'll explore living wills, powers of attorney, trusts, beneficiary designations, and how to communicate your wishes with loved ones. More importantly, we’ll guide you in defining what kind of legacy you want to leave behind—whether financial, emotional, spiritual, or philanthropic.

No matter your net worth, this lesson empowers you to take control of your future and make thoughtful, loving decisions that honor your life and your loved ones.