AAFMAA Wealth Management & Trust: Essential Documents a Military Family Needs

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All families (and single adults for that matter) should have a financial plan and essential documents like a will and power of attorney (POA).

For military families, this becomes especially important when a loved one is or will be deployed.

Not having these documents in a safe place, or not being able to access them, could slow down access to important benefits and make it more difficult for your family to make important decisions.

Read on to see what you may need besides a will and power of attorney.

Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results.

More Ways to Prepare for Whatever Life Brings:

AAFMAA Webinar: Are You Prepared for the Financial Impacts of a PCS?

10 Tips to Consider When Choosing a Tax Preparer

AAFMAA Mortgage Services: A MilSpouse’s 3 Tips for a Smooth PCS

Solutions for Your Military Family:

Life Insurance, Wealth Management, Home Mortgages, Survivor Services, and more.

The Benefits of AAFMAA Membership


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