Drexel University - Comprehensive, integrated academics enhanced by co-operative education, technology, and research opportunities. | Drexel University
Drexel University
Search events. View events.

All Categories

Click for help in using calendar displays. Print the contents of the current screen.
Display Format: 
Event Details
Notify me if this event changes.Add this event to my personal calendar.
Go Back
Wills and Estate Planning Financial Fitness Workshop
Start Date: 4/5/2017Start Time: 12:00 PM
End Date: 4/5/2017End Time: 1:00 PM

Event Description
This seminar, given in partnership with Franklin Mint Federal Credit Union and Gawthrop and Greenwood, will provide participants with a basic understanding of estate planning. Topics covered will include how to get started on planning for death and incapacity, what constitutes your probate and non-probate estate, why you might consider executing a will, durable power of attorney, health care power of attorney, living will, and/or revocable trust, and how your estate planning may change over time.  
 

Wednesday April 5, 2017

12:00-1:00pm

Sky View Room, 6th floor of MacAlister Hall

Registration required. Register by logging into Career Pathway. 

By the end of the seminar participants will be familiar with:

  • The terminology and default rules associated with inheritance
  • Why you need a will
  • Some general concepts governing wills and trusts
  • Identifying probate and non-probate assets
  • Advance directives, including living wills, health care powers of attorney, and financial powers of attorney

The session is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Franklin Mint Federal Credit Union does not provide legal or tax advice. Federal and state laws and regulations are complex and are subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

 
A light lunch will be served.

 

fmfcu
Location:
Sky View Room, 6th Floor of MacAlister Hall; Registration via Career Pathway is required
Audience:
  • Faculty
  • Staff
  • Special Features:
  • Free Food

  • Display Month:

    Advanced Search (New Search)
    Date Range:
    Time Range:
    Category(s):
    Audience: 

    Special Features: 

    Keyword(s):
    Submit
    Select item(s) to Search



    Select item(s) to Search
    Select item(s) to Search
    Select item(s) to Search