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  • NARFE Federal Benefits Institute presents    Estate Planning for Feds Thursday, December 12, 2024, 2:00 p.m. ET  An effective estate plan deals with both incapacity and death. Creating and implementing ...

     12-12-2024  |  14:00 - 16:00 ET

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    • Thursday
      12
      December

      Estate Planning for Feds

      Dec 12, 14:00 - 16:00 (ET)
      NARFE Federal Benefits Institute presents    Estate Planning for Feds Thursday, December 12, 2024, 2:00 p.m. ET  An effective estate plan deals with both incapacity and death. Creating and implementing an effective estate plan will help to avoid messy legal battles and ensure state law doesn’t dictate who takes care of you and who gets your money. Feds who understand the components of an effective estate plan, including the nuances of federal benefits, will be able to implement the proper strategies to ensure they will be taken care of during periods of incapacity and have their assets transfer to the heirs of choice in the most effective way possible. Join Mark Keen, CFP, as he walks you through; The key documents necessary for an effective estate plan  Planning for death and incapacity…and special considerations for federal benefits  Understanding federal gift and estate tax rules Do you need a Revocable Living trust?  Understanding the recent changes to the TSP’s beneficiary rules  And more! A Q&A session will follow the presentation.  

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