BUS_425_Course_Notes_Fall_2011

BUS_425_Course_Notes_Fall_2011 - BUS 425 PERSONAL FINANCE...

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BUS 425 PERSONAL FINANCE 2011 C LASS N OTES B ILL S LOAN
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TABLE OF CONTENTS PART I: ESTATE PLANNING I. INTRODUCTION AND BASIC CONCEPTS ................................................................ 3-16 II. FORMS OF PROPERTY OWNERSHIP .................................................................... 16-17 III. METHODS OF PROPERTY TRANSFER AT DEATH .................................................... 18-19 IV. NON - TRUST ESTATE PLANNING DOCUMENTS ...................................................... 20-27 V. LIFETIME GIFTS ........................................................................................... 27-33 VI. TYPES OF TRUSTS AND BASIC PROVISIONS ......................................................... 33-38 VII. ESTATE CONSEQUENCES OF LIFE INSURANCE ...................................................... 39-40 ........................................................................................................................... ........................................................................................................................... ........................................................................................................................... ........................................................................................................................... PART II: RISK MANAGEMENT I. UNDERSTANDING RISK / TERMINOLOGY ............................................................ 41-46 II. LIFE INSURANCE .......................................................................................... 47-58 III. DISABILITY INSURANCE ................................................................................. 59-60 IV. HOMEOWNER S INSURANCE ............................................................................ 61-62 V. PERSONAL AUTO INSURANCE ......................................................................... 63-64 VI. LONG - TERM CARE INSURANCE ............................................................................. 65 VII. OTHER ............................................................................................................. 65 ........................................................................................................................... ........................................................................................................................... PART III: INVESTMENT PLANNING I. INTRODUCTION ................................................................................................ 66 II. IMPORTANT FACTORS TO CONSIDER .................................................................. 66-68 III. TYPES OF INVESTMENTS ................................................................................. 69-80 IV. MANAGING INVESTMENT RISK .......................................................................... 81-82 V. MUTUAL FUNDS ............................................................................................ 83-91 ........................................................................................................................... PART IV:
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This note was uploaded on 10/17/2011 for the course BUS 425 taught by Professor Hart during the Spring '08 term at N.C. State.

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BUS_425_Course_Notes_Fall_2011 - BUS 425 PERSONAL FINANCE...

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