Estate Planning: Retirement Issues

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Summary:

This training 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 training 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 training course
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 PlanEstate Planning: Sorting Out Your AssetsEstate Planning: Preparing Your WillEstate Planning: All About ProbateEstate Planning: Considering Your FamilyEstate Planning: Taxes to ExpectEstate Planning: Tax Strategies

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.

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Terms of Use:

None