Veterans Day is a tribute to military veterans who have served in the U.S. Armed Forces. And this time is also a good opportunity for members of the military and their loved ones to consider setting up – or revising an existing – estate plan. Estate planning is important for everyone, but it’s especially important for veterans and their families. 

Members of the military have access to special benefits and resources through the Department of Veteran Affairs (CalVet) once they separate from service. This can sometimes become complicated and it is important to seek special help if you are a military family.

Whether you are just starting in the military, are a veteran, or you’re a surviving spouse, there are a few factors to consider when planning your estate. Members of the military often experience frequent moves, can be subject to some unusual tax rules and have access to lots of government benefits after service. Because of this, estate planning for military and veteran families is more complicated than most.

Veterans give their all to our country and I want to make sure they’re taken care of.

Happy Planning!

B.B.

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. Brittany Britton is licensed to practice law in the state of California only.