Trust & Estate Planning

This course reviews and discusses the importance of tools such as life insurance, wills, powers of attorney and trusts in estate planning, as well as the preservation and the inter generational transfer of personal and business assets. This course will show the role risk and estate planning plays in a proper financial plan. You will learn strategies that can be used to transfer assets to beneficiaries in the most efficient manner.   

 

Note: Check with the institution regarding start/end dates, prices and delivery method. These may vary according to program, section, and/or semester.