Federal Estate Planning Guide
Estate PlanningEstate planning can be a complex and ongoing process, especially for Federal employees. WAEPA’s Federal Estate Planning guide features practical information to help you navigate estate planning at large, as well as the specific ins-and-outs of your Federal benefits and the impact on your estate.
What You’ll Find in This Guide
- The Need for Estate Planning
- Estate Planning Tools and Documents
- Types of Property Ownership
- The Probate Process and How to Avoid to Minimize
- Federal Gift Taxes
- Recommendations for Single Employees and Retirees
- Recommendations for Married Employees, Retirees, and Surviving Spouses