Wills and Estate Planning Financial Fitness Workshop
Wednesday, April 5, 2017
12:00 PM-1:00 PM
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.