Join Barbara Craft, Director of Admissions for the Wharton MBA Program for Executives, and Sarah Nix, Estate Planning Attorney, for the second session in our Virtual Financial Literacy Workshop series. This session will cover the basics of estate planning, helping you protect your assets and ensure they are distributed according to your wishes. Key topics include:
- Goals of Estate Planning: Control, probate avoidance, and minimizing estate taxes.
- Wills: The foundation of your estate plan.
- Trusts: Differences between revocable and irrevocable trusts.
- Durable Powers of Attorney and Advanced Health Care Directives: Ensuring your financial and medical wishes are honored.