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Retirement & Estate Planning

In this engaging project, students will learn key terms related to retirement and estate planning. They will work collaboratively to create a story incorporating defined terms such as "defined benefit plan," "living will," "annuity," "power of attorney," "heir," "inheritance," "will," "retirement," "trust," "executor," "guardian," and "codicil." The story can be either fictional or based on real-life scenarios. Terms will be highlighted in bold and underlined to showcase understanding. Students will be graded on their definitions and the creativity of their story.

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Retirement & Estate Planning

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  1. Retirement & Estate Planning

  2. ProjectDirections: Students will define the following terms. Then they will work with a partner to write a story using all the words correctly. The story can be fictitious or true. The defined words will need to be bold and underlines within the story. Students will get a grade for defining the terms and for the story itself. Defined benefit plan living will annuity Power of attorney Heirinheritance Will retirement A trust Executor guardian codicil

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