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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