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Estate Planning and Military Families - Part 1

CEU approval for MFLN Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar.For more information and to earn CEUs from more current webinars click here.

The “Estate Planning and Military Families” web conference will provide participants with a basic overview of estate planning. Everyone, regardless of age or net worth, needs an estate plan. Estate planning has to do with living, not just with decisions about who inherits property. An estate plan is a pattern, a guide, or a master method for working toward financial security and the family's future welfare. Attendees will learn steps they can take to help them start planning their estate.
This session is part 1 in a 2-part series. Part 2 will focus on more detailed information for military families and will be presented by Dr. Gillen and Mary Benzinger, Senior Attorney with the Pentagon Army and Air Force Legal Assistance Office. Part 2: https://learn.extension.org/events/1191

Presenter: Dr. Gillen joined the University of Florida, Department of Family, Youth and Community Sciences in 2011 as an Assistant Professor and Extension Specialist. She has a BA in Business Administration from Morehead State University and a MBA from Sullivan University. She earned her Doctorate in Family Studies from the University of Kentucky. She also earned a Graduate Certificate in Gerontology and a Graduate Certificate in Applied Statistics from the University of Kentucky.

Dr. Gillen’s research interests include personal and family finance, consumer economics, older adults, Social Security retirement benefits, employment, financial social work, and innovative post-secondary education models. Dr. Gillen teaches undergraduate and graduate courses in the areas of personal and family finance and research methods.

· To connect to this webinar, which is hosted by DoD, you must install security certificates if you are not on a military installation. Instructions for can be found: http://blogs.extension.org/militaryfamilies/files/2012/06/DoCCertificate.pdf

· No registration is required.

View the slides here: http://create.extension.org/sites/default/files/EstatePlanningPPT.pdf

· Supporting resources have been identified to enhance this presentation. Review them here:
-http://create.extension.org/sites/default/files/EstatePlanningBackgrounder.pdf
- About Estate Planning: http://create.extension.org/sites/default/files/EstatePlanning.pdf
- Getting Started with Estate Planning: http://create.extension.org/sites/default/files/EstatePlanningGettingStarted.pdf
- A Glossary of Estate Planning Terms: http://create.extension.org/sites/default/files/EstatePlanningTerms.pdf
- Estate Planning and Your Will: http://create.extension.org/sites/default/files/EstatePlanningYourWill.pdf
- Family Records: http://create.extension.org/sites/default/files/FamilyRecordsPub.pdf
- Preparing a Last Letter of Instruction: http://create.extension.org/sites/default/files/PreparingaLetterofLastInstruction.pdf

You can view the webinar on the DoD/DCO site Location:
https://connectcol.dco.dod.mil/milfamlearningnetwork which requires security or certificates or on the Ustream channel http://www.ustream.tv/channel/milfamln

http://www.youtube.com/watch?v...e=youtu.be

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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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