FINA 448-151 ESTATE PLANNING Introduces the student to the study and application of contemporary techniques for individual estate planning. The instruction will include the estate-planning field as a profession, as well as relevant financial services industry regulation. The course covers the personal financial planning process (budgeting, emergency fund planning, credit and debit management), personal financial statements, property titling (types and consequences), monetary settlement, property transfer at death and estate documents. Prerequisite: B or better in FINA 311. Three hours per week.
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