After completing Estate Planning: Sorting Out Your Assets, the user should 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

Life Insurance

	What life insurance can do for you
	Which policy is best for you?

Determining Coverage

	Calculating coverage requirements
	Insurance ownership and beneficiaries
	Insurance and taxes
	Canceling insurance policies

Pension Plans

	Qualified pension plans
	Vesting requirements
	Distribution requirements
	Early withdrawals from your pension plan
	Will your company pension be there when you need it?

Other Ways to Save

	Alternatives to established pension plans
	Annuities
	Variable annuities
	Building wealth at the IRS's expense

Your Business and Your Estate

	Sole proprietor
	Partnerships
	Corporations
	Limited liability company

Other Business Considerations

	Taxes
	Buy-sell agreement
	Time marches on
	Key employee
	Selling your business

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 course index
	A glossary
	A Skill Assessment

Estate Planning: Starting an Estate Plan (EPLC01)

	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)
	Estate Planning: Revising an Estate Plan (EPLC09)