Results - FIN 3375 - UTD TRENDS

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Life and Estate Planning

FIN 3375 (Same as RMIS 3375)

Naveen Jindal School of Management

This course explores the major components for estate planning, and how these products provide financial stability to families. Students will learn how to perform a basic financial needs analysis to ensure proper coverages for businesses and families. Topics also include annuities, life insurance products, wills, trusts, estate and gift taxes, and the legal processes. 3 credit hours.

Prerequisite or Corequisite: FIN 3320 or FIN 3370 or RMIS 3370.

Offering Frequency: Based on student interest and instructor availability

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