This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.

Audience :

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

Time :

2.0 hour(s)

Objectives :

• Recognize the options available for caring for an aging parent
• Manage an estate plan as changes to the estate occur
• Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life

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