Estate Planning


SKU: EP-DVD Category: Tag:


There are 4 Continuing Education Units included with this course.

*** this course is not approved for NBCC credit

This course is designed to help counselors understand the complex issues of estate planning and assist families in making important decisions before and during difficult times. Estate Planning addresses the cost of long-term care options, navigating federal and state health insurance programs such as Medicare, Medicaid, Medigap, legal and medical directives, and what actions can be implemented or planed now to make sure as little as possible is lost to taxes, court fees, and other expenses.

Course Lessons

  • EP 101: Financial Issues of the Aging: Estate Planning BasicsThis session discusses the importance of estate planning and the six basic ways to conceptualize your estate needs: having a will, doing nothing, using joint ownership, making gifts, using beneficiary transfers, and having a living trust. Through this lesson, one will learn the importance of planning as opposed to reacting.
  • EP 102: Legal and Medical Directives: Long-term CareThe study of long-term care covers medical, social, personal, supportive and specialized services required by individuals who have lost some ability to care for themselves due to disability or illness. This session introduces the components of long-term care and the importance of planning ahead so that individuals may maintain an optimum level of independence.
  • EP 103: Navigating the System: Medicare, Medigap, and MedicaidAs one ages, it is important to understand the different types of insurance programs. Medicare, Medigap, and Medicaid target specific populations and cover a variety of health related needs. There are also varying degrees of coverage under each program, and by gaining a deeper understanding of each program, a person will be able to choose which programs would best meet their health related needs.

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