This class provides a high‑level overview of estate‑planning maintenance within Active Retirement Investing. We’ll cover account types, common trust structures, and building an estate‑planning checklist. The session emphasizes core directives—wills, powers of attorney, and healthcare directives—plus regular beneficiary reviews. We’ll also introduce key estate‑tax concepts and when to seek professional guidance, to support orderly asset transfer and long‑term financial well‑being.