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Estate Planning Guide for Federal Employees

Estate plans are not just for the wealthy – anyone with a bank or credit union account, retirement accounts such as CSRS, FERS or TSP, life insurance policies, or ownership of their home or other property has an estate. It’s essential to plan ahead in case of incapacity or death for an orderly transition of your affairs, and maximum sheltering of your assets against transfer taxes.

Written by Ed Zurndorfer, a Certified Financial Planner and long-time Federal Soup contributor, this guide will explain:

  • Basic estate planning tools and documents
  • Types of property ownership
  • The probate process – and how to avoid or minimize it
  • General income and estate tax issues
  • Estate tax savings tools and techniques
  • Federal gift taxes
  • Trusts as estate planning tools
  • The new Estate Tax Relief Act

Download the Estate Planning Guide today to learn how to make a comprehensive and up-to-date estate plan so your long-term plans and wishes are respected and your family is protected.

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