FINA 322

Estate Planning

Shippensburg University of Pennsylvania · UGRD · Fall 2026

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Focuses on efficient conservation and transfer of wealth consistent with the client’s goals. Study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.

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Class #shippensburg_pennsylvania-FINA322Fall 2026UGRD3 credits
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