Retirement Planning and Estate Planning

Catalog description

Pre- or Co-requisite: Permission of Department. An introduction to fundamentals of the estate planning process, this course includes holding title property, property transfer, tax consequences, probate, will and will substitutes, lifetime gifts, generation skipping transfer tax, powers of appointment of trustee and executor and various tools/techniques used in implementing an effective estate plan. This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement assets; build generational wealth; and create an income stream for retirement that you want.