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What Beneficiary Form!?

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.