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The Importance of Estate Planning for Military Families

The Importance of Estate Planning for Military Families

About This Webinar:

Proper planning for the future in the event of a death is an important aspect of financial readiness for military families.

Learn how Personal Finance Managers (PFMs) 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

Ms. Benzinger will also take time to answer questions from service providers on this important topic.

Presenter:

Mary M. Benzinger has served as the Senior Legal Assistance Attorney for the U.S. Army at the Pentagon Joint Legal Assistance Office since 2009. She has advised Service members, retirees, and their families on estate planning matters for more than 15 years.

CE Credits:

This webinar has been submitted for 1.5 Continuing Education (CE) credits to:

  • The Association for Financial Counseling & Planning Education (AFCPE) for Accredited Financial Counselors (AFC) and
  • The Center for Financial Certifications (FinCert) for Certified Personal Finance Counselors (CPFC)
  • Social Work, LPC, LMFT: Programming approval for 1.5 CE credits will be obtained for Social Work, Licensed Professional Counselors, and Licensed Marriage & Family Therapists from the University of Texas at Austin, Steve Hicks School of Social Work. Check with your state licensing agency for reciprocity and/or credit approval if licensed for other professions or in one of the following states: CO, FL, HI, IA, KS, KY, MI, NY, ND, OH, OK
  • Case Manager: This program has been submitted to the Commission for Case Manager Certification for approval to provide board-certified case managers with 1.5 clock hours.
  • Board Certified Patient Advocates: This program has been pre-approved by The Patient Advocate Certification Board to provide continuing education credit to Board Certified Patient Advocates (BCPA). The course has been approved for a total of 1.5 CE contact hours, of which 0.0 are in the area of Ethics.
  • Certificates of Attendance are available for providers interested.


RSVP and Register:

https://oneop.org/event/118715/

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The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of useat extension.org/terms.

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