Estate Planning “Need to Knows” for Military Families
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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estate planning
military personnel
family resources


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.


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.
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Internal Revenue Service. (2023). What’s New - Estate and Gift Tax.

Military OneSource. (n.d.). Funeral and Burial Benefits for Service Members.

Military OneSource. (2021). Military Legal Resources Available to You.

Military OneSource. (2022). What Is Estate Planning?

Military OneSource. (2020). Writing a Last Will and Testament.

O’Neill, B. (2020). Beneficiary Designation Decisions. OneOp.

O’Neill, B. (2022). Estate Planning for Military Families. OneOp.

O’Neill, B. (2023). Estate Planning: Small Steps to “Get Your Affairs in Order.” Rutgers Cooperative Extension.

OneOp. (2023). The How and Why of Estate Planning.

OneOp. (2022). The Importance of Estate Planning for Military Families.

U.S. Department of Veterans Affairs. (2023a). 12 Places That Offer Free Wills or Trusts for Veterans.

U.S. Department of Veterans Affairs. (2023b). Servicemembers’ Group Life Insurance (SGLI).

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