Estate Planning: Revising an Estate Plan
Product Code: EPLC09 Time: 2 Hour(s) CEUs: Available

Summary:

This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.

Objectives:

After completing this course, students will be able to:
  • Recognize the options available for caring for an aging parent
  • Manage an estate plan as changes to the estate occur
  • Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life

Outline:

  • Elder Issues
  • Other Estate Plan Considerations
  • Strategies for the Single Person
  • Planning throughout Your Life

Features:

  • Exercises that allow users to practice the application
  • A file containing the text of the exercises
  • 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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