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Estate Planning Series: Retirement Issues
Product Code: eplc08 Time: 3.0 hour(s) CEUs: Available

Summary:

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

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


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; Cookies enabled; Sound card with speakers or headphones strongly recommended.



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