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Wills and Estate Planning Workshop
Start Date: 11/13/2013Start Time: 12:00 PM
End Date: 11/13/2013End Time: 1:00 PM

Event Description
This workshop, presented by Franklin Mint Federal Credit Union in partnership with A Healthier U as well as the Earle Mack School of Law, will provide participants with a basic understanding of estate planning. RSVP is required; please RSVP by Nov. 7 to Monica Fauble at mfauble@drexel.edu. A light lunch will be served. Please include any dietary restrictions in your RSVP.
 
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.

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. 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.
Contact Information:
Name: Monica Fauble
Phone: 215-571-4293
Email: mfauble@drexel.edu
Location:
Sky View Room, MacAlister Hall 6th Floor, RSVP Required
Audience:
  • Current Students
  • Faculty
  • Staff
  • Special Features:
  • Free Food

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