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Date:
July 12
Time:
11:00 am - 12:30 pm
Website:
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Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
Estate Planning, Military
CEUs / Credits
1.5
Options
This is a Live CEU program.
  • This event has passed.

July 12 @ 11:00 am - 12:30 pm EDT

Proper planning for the future in the event of a death is an important aspect of financial readiness for military families. Learn how service providers can support service members and their families in the following estate planning areas:

  • Probate and probate avoidance
  • Advantages and limitations of wills and trusts
  • Estate taxes
  • Blended family challenges
  • Life insurance beneficiaries
  • Transfer on death for vehicles and real property
  • Planning for minor children
  • Testamentary trusts
  • Incapacity Planning
  • Estate planning resources