Wills and Estate Planning

This seminar provides participants with a basic understanding of estate planning. Topics are presented by an attorney specializing in wills and estate planning. The session is general in nature and for informational purposes only. Information should not be constructed 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 specific legal or tax situation.

Topics

• What is a will? Important terms to know
• What to know before/after meeting with a attorney
• Estate Planning and selecting an estate attorney
• Inventorying probate, non-probate assets, and ancillary documents
• Naming a guardian, executor, and fiduciaries
• Spouse: separate or joint wills
• Who gets what and how to direct property distribution
• Advance directives
• Updating your will