FINA 3133

ESTATE PLANNING

Stockton University · UGRD · Fall 2026

1 section

Catalog description

Estate Planning focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. This course studies of the legal, tax, financial and non-financial aspects of this process, including trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.

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Class #stockton-FINA3133Fall 2026UGRD4 credits

Days & times: No scheduled meeting time
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Instructor: Staff

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