Federal Estate Planning Guide

Estate 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