John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago. Further, having estate documents created may not be enough.
About the Episode:
• Estate planning doesn't stop at document completion.
• Changes are often recommended in the documents.
• These changes are NOT made by your estate attorney. You must act!
• Always check your FEGLI, FERS and unpaid compensation beneficiaries.