January 21, 2026 Chapter 0664 ZOOM Membership Meeting – Topic: Estate Planning for Feds

Topic: Estate Planning for Feds

An effective estate plan addresses both incapacity and death. By developing and executing a comprehensive estate plan, you can prevent complicated legal disputes and ensure your wishes—not state law—decide who manages your care and inherits your assets. Federal employees who understand the elements of estate planning, particularly the intricacies of federal benefits, can apply the right strategies to guarantee they are supported during incapacity and that their assets are passed to chosen heirs as efficiently as possible. Join federal benefits expert Mark Keen, CFP®, as he guides you through:

• The key documents necessary for an effective estate plan

• Planning for death and incapacity, and special considerations for federal benefits

• Understanding federal gift and estate tax rules

• Revocable Living Trust

• Updates to the TSP beneficiary rules for 2026

• Understanding the new primary rule for federal estate and gift tax exemptions

• And more!

After the Webinar presentation you will be provided with the PowerPoint slides for reviewing at your leisure.