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Estate Planning:8 Retirement Issues
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.
Audience :
This series is for anyone who is interested in learning more about estate planning.
Time :
3.0 hour(s)Objectives :
- 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
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





