Financial Planning: The Estate

Overview

This course provides the basics of estate planning, including a review of wills, trusts, and business ownership.

Learning Objectives

Students who successfully complete this course will be able to:

  • identify the various ways to transfer property at death
  • understand the various forms of asset ownership
  • describe how wills and trusts fit into the estate planning process
  • understand the estate tax and gift tax exemptions
  • understand how a family limited liability company can reduce estate tax exposure and facilitate asset transfer
  • identify the issues surrounding business continuation upon the death of an owner

Designed For

Retail, Investment Advisory

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