FNCE Courses:

FNCE 6665 - Retirement and Estate Planning

(3 semester credits)

Retirement and estate planning allows not only for individuals to have a successful retirement, but also contribute to the lives of one's children or grandchildren. Students in this course focus on estate planning and the efficient conservation and transfer of wealth. They explore legal, tax, financial, and nonfinancial aspects of estate planning. Topics also include trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.