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Check Your Understanding: Other Estate Planning Documents

Check Your Understanding: Other Estate Planning Documents

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Business

1.

Only people with a large amount of assets need a trust.

True

False

2.

What is a living will?

A living will tells a doctor or hospital what action to take in a dire situation.

A living will outlines where and how you would like your assets distributed after your death.

A living will outlines all of your important information, like bank account numbers.

3.

What is a healthcare proxy?

A healthcare proxy is a document that outlines your medical history.

A healthcare proxy designates someone to make medical decisions on your behalf.

A healthcare proxy is another term for your doctor.

4.

What is a durable power of attorney?

A document that appoints someone to make financial decisions on your behalf.

A fancy title for your attorney.

A person who makes healthcare decisions on your behalf if you are incapacitated.

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Time's up

SECTION 1: Insurance
- Lesson 1: Life Insurance Basics6:30
- Check Your Understanding:
  Life Insurance Basics4 questions
- Lesson 2: Purchasing Term Life Insurance4:48
- Check Your Understanding:
  Purchasing Term Life Insurance3 questions
- Lesson 3: Disability Insurance6:03
- Check Your Understanding:
  Disability Insurance4 questions
- Lesson 4: Long-Term Care Insurance6:08
- Check Your Understanding:
  Long-Term Care Insurance3 questions
SECTION 2: Estate Planning
- Lesson 5: Wills 4:48
- Check Your Understanding:
  Wills 2 questions
- Lesson 6: Other Estate Planning Documents 7:46
- Check Your Understanding:
  Other Estate Planning Documents 4 questions

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