Estate Planning for Families

Catalog description

The course focuses on the efficient conservation and transfer of wealth, consistent with the family’s goals. It is a 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. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.