Estate Planning

National Guard Family Program
Soldier with child riding piggyback Introduction to Personal Finance

An Overview for State Family Program Directors, Wing Family Program Coordinators, and Families.

 

Introduction

Evaluating Your Situation

Budgeting & Debt Management

Goals & Plans

Insurance & Disability Planning

Investment Planning

Education Planning

Retirement Planning

Estate Planning

 

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ESTATE PLANNING

 

8.

Introduction

 

8.1

Wills

8.2

Testamentary Trusts

8.3

Life Insurance Trusts

8.4

Charitable Trusts

8.5

Other Lifetime Gifts

8.6

Learning Check

8.7

Summary

 

8.6 Learning Check

D

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