Wills and Estate Planning (15 Wellness Points)*
Tuesday, November 8, 2022
2:00 PM-3:00 PM
This seminar, given in partnership with Franklin Mint Federal Credit Union, 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.
By the end of the seminar participants will be familiar
-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.
Please register in Career Pathway.
*Participants in our Wellness Incentive Program are eligible to earn 15 points (a $15 credit) for attending this event. You must complete your Personal Health Profile before you will be eligible to receive any payouts. Points for attending these events will be sent to Health Advocate on a monthly basis for the prior month’s activities. There will be a 6-week delay in these points and payouts being distributed. For information about our wellness incentive program, please visit: http://drexel.edu/hr/benefits/a-healthier-u/wellness-incentive-program/