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Estate Planning and Military Families – Part 1

Thu August 22, 2013: 11:00 am-12:30 pm EDT

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CEU approval for OneOp 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. View Part 2 here.

Presenter Information

Dr. Martie 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 an 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.


Martie Gillen

Event Materials

Watch the Recording

Presentation Slides (PDF)

Estate Planning Backgrounder

About Estate Planning

Getting Started with Estate Planning

A Glossary of Estate Planning Terms

Estate Planning and Your Will

Family Records

Preparing a Last Letter of Instruction

OneOp WEBINAR: Estate Planning and Military Families – Part 2

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