This integrative course applies principles of insurance, taxation, the time value of money, retirement planning, and investments to the problems of estate planning. Major topics include government regulations, especially with respect to taxation, wills and trusts, probate, marital deductions, charitable contributions, and gifts. This course integrates many of the principles you will have learned in the previous courses. Accordingly, it must be taken last in the sequence of Financial Planning courses. Prerequisite FPC 303