- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
- Introduction
- Understand the Principles of Estate-Planning
- Understand the Importance of Estate Planning and the Goals of Estate Planning
- Understand the Estate-Planning Process
- Know How Trusts Can Be Used to Your Advantage in Estate Planning
- Understand the Importance of Wills and Probate Planning
- Summary
- Assignments
Other Estate-Planning Documents
There are a number of estate-planning documents that you should be aware of.
- Durable power of attorney: This document allows someone to act on your behalf if you should become mentally or physically incapacitated. This document is separate from the will and goes into effect before your death. Durable power of attorney should be very specific as to which legal powers it transfers.
- Living will: A living will is a document that states your wishes regarding medical treatment in the event of a terminal illness or injury.
- Health care proxy: A health care proxy designates someone to make health care decisions for you if you should become unable to make these decisions yourself.
