HS 352 Audio: Financial Decisions for Retirement

HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 201213-0 Overview

  ...more

  ---

• June 07, 201213-1 Identify estate planning needs and ten basic estate planning steps.

  ...more

  ---

• June 07, 201213-2 Explain some of the personal components of senior estate planning.

  ...more

  ---

• June 07, 201213-3 Identify various considerations involved in planning for incapacity.

  ...more

  ---

• June 07, 201213-4 Describe what a legacy or ethical will is.

  ...more

  ---

• June 07, 201213-5 Review different gifting arrangements for grandparents.

  ...more

  ---

• June 07, 201213-6 Identify and describe some planning devices for less affluent seniors.

  ...more

  ---

• June 07, 201213-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

  ...more

  ---

• June 07, 201212-0 Overview

  ...more

  ---

• June 07, 201212-1 Identify what a client needs to know about the home as a financial asset.

  ...more

  ---