Estate Planning for Federal Employees

Estate Planning for Federal Employees

September 6, 2018

7:00 PM – 8:30 PM Eastern Standard Time


An Overview of Estate Planning

  • Lifetime Documents and Issues
    • Powers of Attorney
    • Health Care Directives
    • Temporary Guardianship
    • HIPAA Authorization Forms
  • Transfer of Assets Other than by Probate or Trusts
    • Gifting
    • Joint Ownership
    • Transfer on Death by Beneficiary Designations
    • Beneficiary Designations
  • Testamentary Planning
    • Wills and Probate
    • Revocable Living Trusts
  • Death Taxes

Please enroll via this link, or paste this URL into your browser:

  • Register with your low-side email address or your personal email.
  • You are encouraged to participate from home and have your spouse or significant other join in on the event.
  • Please enter your email address correctly so you will receive the links and handouts for the training.
  • You must have speakers or headphones connected to your computer.  All audio will be through your computer, there is no phone bridge for the audience.
  • This link for the training is also the link for the recorded event.  So you can participate in this training even if you are not able to attend the live webinar.
  • Recorded webinars may be viewed and reviewed for 90 days after the event airs.