EPISODE 43
How do I start estate planning?
Here’s where to focus your estate planning efforts if you’re starting from zero and pressed for time.
published: October 28, 2026
Create your estate plan”—it’s easier said than done for a lot of people. So, what can you do today to actually make progress on your estate planning? Financial planner Rose Faye has a checklist for you. She and host Michael Liersch chat about the importance of having estate plans in the first place, why so many of us put it off, and what you can do NOW to get started.
Rose and Michael also have tips for what plans need to be in place for young adults 18+, the importance of updating your beneficiaries after major life events, and why estate planning is the ultimate task for self-described “control freaks.”
The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced October 2026. AM6057596
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Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.