Lecture Personal finance - Chapter 15: Preserving your estate

Learning outcomes in this chapter: Describe the role of estate planning in personal financial planning, and identify the seven steps involved in the process; recognize the importance of preparing a will and other documents to protect you and your estate; explain how trusts are used in estate planning;...

Từ khóa: Personal finance, Lecture Personal finance, Financial planning process, Financial plans, Preserving your estate, Estate planning