Estate Planning: Sorting Out Your Assets

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Summary:

This training course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.

Objectives:

After completing this training course , students will be able to:

Identify different types of life insurance and the benefits of each
Choose the insurance policy that best suits his or her situation
Compare the options available with pension plans
Recognize the saving options available other than pension plans
Distinguish between the different types of business entities
Determine the goals for the future of his or her business

Outline:

Life Insurance
Determining Coverage
Pension Plans
Other Ways to Save
Your Business and Your Estate
Other Business Considerations

Features:

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

Applicability:

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

Prerequisites:

Estate Planning: Starting an Estate Plan

Technical Requirements:

200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Minimum Connection Speed: 28.8k. Internet Explorer 5.0 or higher required. Authorware and Macromedia Flash player recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.

Copyright Information:

Terms of Use:

None