Shows & Panels
- Accelerate and Streamline for Better Customer Service
- Ask the CIO
- The Big Data Dilemma
- Carrying On with Continuity of Operations
- Client Virtualization Solutions
- Data Protection in a Virtual World
- Expert Voices
- Federal Executive Forum
- Federal IT Challenge
- Federal Tech Talk
- Feds in the Cloud
- Health IT: A Policy Change Agent
- IT Innovation in the New Era of Government
- Making Dollars And Sense Out of Data Center Consolidation
- Navigating the Private Cloud
- One Step to the Cloud, Two Steps Toward Innovation
- Path to FDCCI Compliance
- Take Command of Your Mobility Initiative
Shows & Panels
Mondays, 10:00 a.m.
Presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement and the latest rumors. Email your questions or call the show live at 202-465-3080.
Putting together an estate plan
Monday - 7/9/2012, 7:18pm EDT
Everyone knows that estate planning is important, but what should you think about as you enter into the process? To whom should you turn for help with this?
What will happen during your visit with an estate planning attorney? What documents, notes, lists do you need to bring with you? What documents will you want or need prepared for you?
These are all important questions to think about prior to your meeting. The more preparation you do beforehand, the easier it will be for everyone to grasp the situation at hand and make prudent decisions for everyone.
Some things to consider before you start the process:
- how to find an estate planning attorney;
- what to bring to the meeting;
- how the estate planning attorney should help you prepare for the meeting;
- discussing the cost of estate planning;
- what documents you NEED to have in every estate plan;
- how you get the documents right;
- how often you should revisit your estate plan.
Levine is a principal of Handler-Levine.