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Explain that financial planning includes preparing for all contingencies, including death.
Clarifications
Clarification 1: Instruction includes estate planning: preparing wills and living wills, power of attorney documents and trusts, and estate tax planning for larger estates.
Clarification 2: Instruction includes discussing the difference between trusts and wills.
General Information
Subject Area: Social Studies
Grade: 912
Strand: Financial Literacy
Standard: Identify and analyze methods of protecting financial investments and personal information.
Date Adopted or Revised: 05/24
Status: State Board Approved
Related Courses
This benchmark is part of these courses.
2102305: Economics and Personal Finance Honors (Specifically in versions: 2023 - 2024, 2024 and beyond (current))
Related Access Points
Alternate version of this benchmark for students with significant cognitive disabilities.
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