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HS 352 Audio: Financial Decisions for Retirement

American College

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Followers
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Plays
HS 352 Audio: Financial Decisions for Retirement
HS 352 Audio: Financial Decisions for Retirement

HS 352 Audio: Financial Decisions for Retirement

American College

0
Followers
1
Plays
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Latest Episodes

13-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

12 MIN2012 JUN 8
Comments
13-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

13-6 Identify and describe some planning devices for less affluent seniors.

4 MIN2012 JUN 8
Comments
13-6 Identify and describe some planning devices for less affluent seniors.

13-5 Review different gifting arrangements for grandparents.

4 MIN2012 JUN 8
Comments
13-5 Review different gifting arrangements for grandparents.

13-4 Describe what a legacy or ethical will is.

1 MIN2012 JUN 8
Comments
13-4 Describe what a legacy or ethical will is.

13-3 Identify various considerations involved in planning for incapacity.

6 MIN2012 JUN 8
Comments
13-3 Identify various considerations involved in planning for incapacity.

13-2 Explain some of the personal components of senior estate planning.

1 MIN2012 JUN 8
Comments
13-2 Explain some of the personal components of senior estate planning.

13-1 Identify estate planning needs and ten basic estate planning steps.

3 MIN2012 JUN 8
Comments
13-1 Identify estate planning needs and ten basic estate planning steps.

13-0 Overview

1 MIN2012 JUN 8
Comments
13-0 Overview

12-10 Understand the advantage of a qualified personal residence trust.

1 MIN2012 JUN 8
Comments
12-10 Understand the advantage of a qualified personal residence trust.

12-9 Discuss how a client can use a sale-leaseback strategy.

59 s2012 JUN 8
Comments
12-9 Discuss how a client can use a sale-leaseback strategy.

Latest Episodes

13-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

12 MIN2012 JUN 8
Comments
13-7 Describe trust documents and estate planning techniques that are useful in senior estate planning.

13-6 Identify and describe some planning devices for less affluent seniors.

4 MIN2012 JUN 8
Comments
13-6 Identify and describe some planning devices for less affluent seniors.

13-5 Review different gifting arrangements for grandparents.

4 MIN2012 JUN 8
Comments
13-5 Review different gifting arrangements for grandparents.

13-4 Describe what a legacy or ethical will is.

1 MIN2012 JUN 8
Comments
13-4 Describe what a legacy or ethical will is.

13-3 Identify various considerations involved in planning for incapacity.

6 MIN2012 JUN 8
Comments
13-3 Identify various considerations involved in planning for incapacity.

13-2 Explain some of the personal components of senior estate planning.

1 MIN2012 JUN 8
Comments
13-2 Explain some of the personal components of senior estate planning.

13-1 Identify estate planning needs and ten basic estate planning steps.

3 MIN2012 JUN 8
Comments
13-1 Identify estate planning needs and ten basic estate planning steps.

13-0 Overview

1 MIN2012 JUN 8
Comments
13-0 Overview

12-10 Understand the advantage of a qualified personal residence trust.

1 MIN2012 JUN 8
Comments
12-10 Understand the advantage of a qualified personal residence trust.

12-9 Discuss how a client can use a sale-leaseback strategy.

59 s2012 JUN 8
Comments
12-9 Discuss how a client can use a sale-leaseback strategy.