Estate Planning Series: Sorting Out Your Assets
Product Code: eplc02 Time: 3.0 hour(s) CEUs: Available

Summary:
This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.

Objectives:

After completing this course, students will be able to:
  • Identify different types of life insurance and the benefits of each
  • Choose the insurance policy that best suits his or her situation
  • Compare the options available with pension plans
  • Recognize the saving options available other than pension plans
  • Distinguish between the different types of business entities
  • Determine the goals for the future of his or her business


Topics:

  • Life Insurance
  • Determining Coverage
  • Pension Plans
  • Other Ways to Save
  • Your Business and Your Estate
  • Other Business Considerations

Technical Requirements:
200MHz Pentium with 32MB Ram. 800 x 600 minimum screen resolution. Windows 98, NT, 2000, or XP. 56K minimum connection speed, broadband (256 kbps or greater) connection recommended. Internet Explorer 5.0 or higher required. Flash Player 7.0 or higher required. JavaScript must be enabled. Netscape, Firefox and AOL browsers not supported.

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