Education Online - Career Education --- e-learning for Everyone.

 

Synopsis
Estate Planning: Revising an Estate Plan provides strategies for revising an estate plan throughout life.

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

Time
2 hours

Product Code: EPLC09
After completing Estate Planning: Revising an Estate Plan the user should be able to:

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

Elder Issues
Looking out for aging parents
Getting community help
Caregiving long-distance

Other Estate Plan Considerations
Tying the knot
Splitting up
Becoming disabled
Checking your estate plan

Strategies for the Single Person
Broadly speaking
Single with no kids
Single parents

Planning throughout Your Life
Married with no children
Married with children
Retired but not retiring

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
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)
Estate Planning: Retirement Issues (EPLC08)


 
Home | Training | Products | Specials | Tips | Resources
Copyright © 2001 - 2003 StaffKit, Inc.
All Rights Reserved.