Estate Planning

Catalog description

This course provides students with in-depth applications of personal and family money management principles. An emphasis is placed on the estate planning process including the legal, tax, financial, and non-financial aspects of this process, covering topics such as property, wills, trusts, advanced directives, charitable giving, wealth transfers and related taxes, and the Certified Financial Planner Board's Professional Conduct and Fiduciary Responsibilities. This course is part of the Certified Financial Planner Board Registered academic program. Prerequisite: FIN 355 . Offered Fall, Spring.