Synopsis
Estate Planning: Retirement Issues provides strategies for preparing for retirement and other elder issues within the estate plan.

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

Time
3 hours

Product Code: EPLC08
After completing Estate Planning: Retirement Issues the user should 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

Social Security
What you can expect at Social Security time
A beneficiary other than the covered worker
Yes you're taxed on benefits
Will Social Security be there for us?

Other Retirement Benefits
Medicare for your aches and pains
Filling those gaps
Good grief will Medicare be there?
Long-term care insurance
Medicaid these days
No you can't give it away

Preserving Your Assets
Guardianship and why you wouldn't want it
Durable power of attorney for finances

Health-Related Issues
Addressing your health care wishes
Health care documents

Final Considerations
Becoming an organ donor
Last words last rites and other finalities

This course has the following features:

Exercises that allow users to practice the skills needed to prepare an estate plan
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 concepts in an interactive questioning environment
A glossary
A Skill Assessment

Estate Planning: Starting an Estate Plan (EPLC01)
Estate Planning: Sorting Out Your Assets (EPLC02)
Estate Planning: Preparing Your Will (EPLC03)
Estate Planning: All About Probate (EPLC04)
Estate Planning: Considering Your Family (EPLC05)
Estate Planning: Taxes to Expect (EPLC06)
Estate Planning: Tax Strategies (EPLC07)


 

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