FIN3110
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FIN 3110 - Retirement and Estate Planning (3 Cr.) Online may be available
Course description
Accumulation, conservation, and distribution of the client's acquired property. Estate planning techniques. Identification/use of appropriate forms of wills/trusts. Methods to reduce freezing or eliminating Unified Transfer Tax. Post-mortem planning practices. Retirement planning methods and techniques. Benefits and shortcomings of the various retirement methods.
Minimum credits
3
Maximum credits
3
Is this course repeatable?
No
Grading basis
OPT - Student Option
Lecture
Requirements
000199
Typically offered term(s)
Fall Even Year