Revising Estate Plan tutorial training course online
Estate Planning Revising Estate Plan

Revising Estate Plan
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Estate Planning: Revising an Estate Plan

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

This course is for anyone who is interested in learning more about estate planning.
This is self-paced, Revising Estate Plan training course -- there are no books to purchase and no scheduled classes to attend.

Taxes to Expect

Tax Strategies

Retirement Issues

Estate Plan Starting

Estate Plan Revising

Sorting Out Assets

Preparing Will

Probate

Considering Family


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Computer Training

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Revising Estate Plan Course Objectives

  • 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

Revising Estate Plan Course Topics

  • 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

Features:

  • Instructional steps -- walk through a procedure
  • Exercises -- try it out
  • Notes - See additional information related to the topic in the text
  • Tips - See a different, faster, or easier way of doing something
  • Quick References - See a quick reference guide to the features introduced in a chapter
  • Details - Display more detailed information related to the current topic
  • Hotwords - See related information
  • Navigation Bar - Maneuver easily through the courses
  • Topics and Index -- with searching feature and hyper-links
  • Printable Exercises - PDF downloadable files
  • Sample Application Files - PDF downloadable files
  • Skill Assessment - can be used for pre and post-testing -- tracking first try, best try and grade - if passed, green check mark will appear as 'mastered' - hyperlinks to units within the course to go back and re-take a certain unit again. Use as pre-test to determine which topics you want to focus on and to go directly into that unit.

Technical Requirements

200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.

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