After completing Estate Planning: Retirement Issues the user should 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 |
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Social Security
 | What you can expect at Social Security time |
 | A beneficiary other than the covered worker |
 | Yes, you're taxed on benefits |
 | Will Social Security be there for us? |
Other Retirement Benefits
 | Medicare for your aches and pains |
 | Filling those gaps |
 | Good grief, will Medicare be there? |
 | Long-term care insurance |
 | Medicaid these days |
 | No, you can't give it away |
Preserving Your Assets
 | Guardianship and why you wouldn't want it |
 | Durable power of attorney for finances |
Health-Related Issues
 | Addressing your health care wishes |
 | Health care documents |
Final Considerations
 | Becoming an organ donor |
 | Last words, last rites, and other finalities |
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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 |
 | A file containing the text of the legal documents presented in the course |
 | Activities that allow users to apply concepts in an interactive questioning environment |
 | A course index |
 | A glossary |
 | A Skill Assessment |
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 | 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) |
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 | Estate Planning: Revising an Estate Plan (EPLC09) |
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