Estate Planning “Need to Knows” for Military Families
Vol. 2024 No. 1, Department of Family, Youth and Community Sciences
Vol. 2024 No. 1

Estate Planning “Need to Knows” for Military Families: FCS3389/FY1531, 1/2024

Department of Family, Youth and Community Sciences
https://doi.org/10.32473/edis-fy1531-2024
Published 2024-01-31
Barbara O'Neill
Rutgers University
https://orcid.org/0000-0003-0950-8065
Martie Gillen
University of Florida
Kristen Jowers
University of Florida
https://orcid.org/0009-0001-4652-3099
Closeup of a Five Wishes document. Advance planning for care is one way individuals can clarify and communicate their preferences for future care. Credit: UF/IFAS.
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Keywords

estate planning
military personnel
family resources

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How to Cite

O’Neill, Barbara, Martie Gillen, and Kristen Jowers. 2024. “Estate Planning ‘Need to Knows’ for Military Families: FCS3389/FY1531, 1/2024”. EDIS 2024 (1). Gainesville, FL. https://doi.org/10.32473/edis-fy1531-2024.
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Abstract

This publication discusses general information about estate planning, military-specific estate planning, five estate planning tips for military families, and estate planning resources. Written by Barbara O’Neill, Martie Gillen, and Kristen Jowers, and published by the UF/IFAS Department of Family, Youth and Community Sciences, January 2024.

https://doi.org/10.32473/edis-fy1531-2024
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PDF-2024

References

Internal Revenue Service. (2023). What’s New - Estate and Gift Tax. https://www.irs.gov/businesses/small-businesses-self-employed/whats-new-estate-and-gift-tax

Military OneSource. (n.d.). Funeral and Burial Benefits for Service Members. https://www.militaryonesource.mil/benefits/funeral-and-burial-benefits-for-service-members/

Military OneSource. (2021). Military Legal Resources Available to You. https://www.militaryonesource.mil/financial-legal/legal/military-legal-resources-available-to-you/

Military OneSource. (2022). What Is Estate Planning? https://www.militaryonesource.mil/financial-legal/legal/what-is-estate-planning/

Military OneSource. (2020). Writing a Last Will and Testament. https://www.militaryonesource.mil/financial-legal/legal/writing-a-last-will-and-testament/

O’Neill, B. (2020). Beneficiary Designation Decisions. OneOp. https://oneop.org/2020/11/10/beneficiary-designation-decisions/

O’Neill, B. (2022). Estate Planning for Military Families. OneOp. https://oneop.org/2022/09/06/estate-planning-for-military-families/

O’Neill, B. (2023). Estate Planning: Small Steps to “Get Your Affairs in Order.” Rutgers Cooperative Extension. https://njaes.rutgers.edu/sshw/message/message.php?p=Finance&m=1502

OneOp. (2023). The How and Why of Estate Planning. https://oneop.org/wp-content/uploads/2023/05/MC_Estate-Planning_JUL2023.pdf

OneOp. (2022). The Importance of Estate Planning for Military Families. https://oneop.org/learn/118715/

U.S. Department of Veterans Affairs. (2023a). 12 Places That Offer Free Wills or Trusts for Veterans. https://news.va.gov/111089/13-places-free-wills-trusts-veterans/

U.S. Department of Veterans Affairs. (2023b). Servicemembers’ Group Life Insurance (SGLI). https://www.va.gov/life-insurance/options-eligibility/sgli/

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