Protect What You’ve Built and Leave a Lasting Legacy

Planning for the future is about more than just passing on wealth—it’s about protecting what you’ve worked hard to build and ensuring your values and legacy endure. In this course, you’ll learn the essential components of a solid estate plan, including the core estate documents you need, how to designate beneficiaries correctly, and strategies to avoid probate. We’ll also cover the benefits of trusts and charitable gifting to help you manage your assets and support causes that matter to you. Equip yourself with the knowledge to preserve your wealth for future generations and leave a meaningful legacy.

What You’ll Learn

Core Estate Documents: Understand the key documents every estate plan needs, including wills, power of attorney, and healthcare directives.
Beneficiary Designations: Learn how to properly designate beneficiaries to ensure your assets are distributed according to your wishes.
Probate Avoidance: Explore strategies to help you avoid the costly and time-consuming probate process.
Trusts & Charitable Gifting: Learn how to use trusts for asset protection and estate management, and how charitable gifting can create a lasting impact while benefiting your estate.

This course simplifies complex topics and empowers you to take meaningful steps regardless of the size of your estate.

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FAQs About Estate Planning & Leaving a Legacy

We walk through wills, trusts, powers of attorney, and beneficiary designations—explaining their purpose and how to structure them properly.

Estate planning isn’t just for the wealthy. It ensures your wishes are honored and reduces stress and costs for your loved ones.

Yes. You’ll learn strategies to keep assets out of probate court, saving time, money, and legal complications for your family.

Absolutely. We cover planning for stepchildren, remarriage, and other complex family situations to help prevent unintended outcomes.

Yes. We’ll touch on how to minimize estate taxes and transfer wealth efficiently—especially important for those with large or complex estates.

No. The course is purely educational. You’ll leave with a better understanding of your options—not a sales pitch.

Why Choose The American Retirement University?

At The American Retirement University, we specialize in helping individuals and families in Columbus prepare for a financially confident retirement. As an independent financial education firm, we offer complimentary retirement planning courses and educational workshops designed to address the real concerns people face as they approach and enter retirement.