BUS E06 - Personal Finance: Advanced Estate Planning for Older Adults
- Recent Professors
- Not yet assigned
- Recent Semesters
- No scheduled sections on record
- Class Size
- Not published
- Credits
- Not published
- Transfers To
- Not transferable
- Description
- This course assists older adults in managing their finances, understanding their investments, understanding the healthcare and medicare systems, and planning the distribution of their estates. The three-pronged course focuses on the legal aspects of wills, trusts, and charitable giving; income planning, survivorship, and retirement issues; and healthcare, med-care, eldercare, and long-term care issues.