October 17, 2023

17. Estate Planning 101 for Military and Veterans

In this episode, I talk about basic estate planning that all military and veterans need to get in place. This includes completed documents, avoiding probate with designated beneficiaries, and setting up a legacy drawer.

Time Stamps:

00:00-01:16: Intro

01:16-6:56: Documents

6:56- 8:56: Avoiding Probate

8:56-10:12: Legacy Folder

10:12-11:50: Conclusion

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⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.

Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.

Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠erik@baskinfp.com⁠⁠⁠⁠⁠⁠⁠

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