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Estate Planning


Articles

  • Federal Benefits Q&A

    Question: “If I predecease my wife, would the TSP allow me to pass the funds to her and then when she passes, transfer to my children/grandchildren and, subsequently, "stretch out" the distribution(s) over their lifetimes?” View More

  • Informed Investor: Understanding the federal government’s survivor benefits - Part VI

    This sixth in a series of columns discussing survivor benefits examines survivor annuity benefits for spouses of deceased CSRS annuitants. Among the items reviewed are eligibility requirements for a spousal survivor annuity, the cost to the annuitant for giving a survivor annuity, and the effect of cost-of-living adjustments (COLAs) on CSRS survivor annuities. View More


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