ESTATE PLANNING (EI)

Catalog description

Examines financial and estate planning matters. Topics may include probate estates, trusts, wills, property transfers, marital property, advance directives, powers of attorney, elder law, tax implications, and charitable gifts. Current information can include the California Probate Code, community property versus joint tenancy, and creation of investment models and wills. The student will learn personal financial planning, changes in estate and income tax law, money management and investment strategies. Primarily for the older adult.