Estate Planning - Retirement Issues

Summary:

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

This lesson is part of our Estate Planning online training series which contains over 25 hours of self-paced courseware. Our web-based training provides 6 months of unlimited access.

Objectives:

After completing this course you 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

Outline:

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

Applicability:
This course is for anyone who wants to get the most out of using Estate Planning.

Prerequisites: None:

Technical Requirements:

• Internet connection
• Browser: Internet Explorer, FireFox, Chrome, Safari, Opera or any standards compliant browser.
• Authorware and Macromedia Flash player recommended but not required.
• JavaScript must be enabled.

Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 6 months of unlimited access (1 user), includes a variety of features and all courses qualify for Continuing Education Unit credit.

StaffKit is an e-learning leader in providing computer training tutorials and online education. We have satisfied customers in over 75 countries using our online training courses. We have been a leading provider of self-paced web based training for the past 10 years.