Building wealth is only half the story. The other half is ensuring that wealth benefits the people and causes you care about—during your lifetime and after. Estate planning isn't about death; it's about intentionality.

A good estate plan protects your family from unnecessary taxes, legal battles, and uncertainty. It ensures your assets go where you want them to go, when you want them to go there. And it can teach the next generation the values that created that wealth.

In this topic, you'll learn about the tools of estate planning—wills, trusts, powers of attorney—and how to use them strategically. You'll understand gift tax rules, inheritance dynamics, and charitable giving strategies that align your wealth with your values.