UT Dallas 2022 Undergraduate Catalog

RMIS3375 - Life and Estate Planning

RMIS 3375 Life and Estate Planning (3 semester credit hours) 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. Prerequisite or Corequisite: FIN 3320 or FIN 3370 or RMIS 3370. (Same as FIN 3375) (3-0) R