- Estate Planning for Penn Faculty (Video)
- The Nuts & Bolts of Retirement (Video)
- David Issadore, Diagnosing Disease on a Microchip (Video)
- Negotiating the Retirement Transition: What’s Next? (2023 Video)
- Greg Ridgeway, Scorecards, Benchmarking, and the Search for Unusual Hospitals, Communities, and Cops (Video)
- Financial Security: Concerns of Retiring and Retired Faculty
- Shakespeare & Opera, A Midsummer Night’s Dream
- Medicare and Social Security (Video)
- Shakespeare & Opera, Othello
- Richard Leventhal, Archaeology in the 21st Century: Warfare, Communities, and Climate (Video)
- Shakespeare & Opera, Romeo and Juliet
- Mitchell A. Orenstein, Russia’s Hybrid War on the West (Video)
- Newly Retired & Emeritus Faculty Celebration (Video)
May 10, 2023
Click here to view the slideshow.
Estate and Trust Planning and Death Tax Concepts: This written outline details basic estate planning and death tax concepts. It covers the basic background information on death taxes and estate and trust law governing disposition of assets at death which will help clients be better educated decision makers with respect to their estate plans.
Personal Estate Planning Checklist – Index: This is a great tool we’ve developed to help clients get their personal asset and related estate planning information organized for their families.
