Estate Planning: Retirement Issues
Product Code: EPLC08 Time: 3 Hour(s) CEUs: Available

Summary:

This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.

Objectives:

After completing this course, students will be able to:
  • Explain the benefits covered by Social Security income
  • Distinguish the different types of medical benefits available at retirement
  • Examine the alternatives to appointing a guardian if the estate can no longer be managed
  • Explain the functions of a living will and a health care power of attorney
  • Define final wishes such as anatomical gifts and burial wishes in the estate plan

Outline:

  • Social Security
  • Other Retirement Benefits
  • Preserving Your Assets
  • Health-Related Issues
  • Final Considerations

Features:

  • Exercises that allow users to practice the application
  • A file containing the text of the exercises
  • A file containing the text of the legal documents presented in the course
  • Activities that allow users to apply course concepts in an interactive questioning environment
  • A glossary
  • A Skill Assessment

Applicability:

This course is for anyone who is interested in learning more about estate planning.

Prerequisites:


Technical Requirements:

200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 98 or higher. Minimum Connection Speed: 28.8k. Internet Explorer 5.0 or higher (5.5 or higher for MindLeaders Central) required. Macromedia Flash player 6.0 is recommended for full functionality, but not required to play the courses. Sound card, with speakers or headphones is recommended, but not required to play the courses. JavaScript must be enabled. Netscape and AOL browsers not supported.

Copyright Information:


    Terms of Use:

    None

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