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

Audience :

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

Time :

4.0 hour(s)

Objectives :

• 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

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

Prerequisites :

• None