Chapter 14 - Slides 37-62 ‑ Estate Planning; Dealing with a Windfall - Summer 2016

Author(s): Paiano, Frank
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The Final Chapter of Life (and BUS‑121). No one enjoys thinking about a time when they will not be around anymore. Nevertheless, not dealing with estate planning can make your demise much more painful for your heirs. In this presentation, we discuss the various estate documents used in the estate planning process, including wills and trusts, as well as the important role of the competent legal professionals. We end with some advice about how to deal with a windfall. Thank you all for a great semester! We wish you the best of luck and success and hope to hear from you in the future about how this class helped you accomplish your financial goals in life.


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