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Estate Planning: Retirement Issues

Total Time: 3 hour(s)

Summary: 
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.

Ojectives: 
After completing this 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

Topics: 
Social Security
Other Retirement Benefits
Preserving Your Assets
Health-Related Issues
Final Considerations

Technical Requirements: 
P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.

 
   
 
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