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What is Estate Planning?

Estate planning ensures that you have your affairs in order for your loved ones in the event of your death and makes sure they are cared for according to your wishes.

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Accessing Your Online Survivor Benefits Reports

Survivors can access their interactive Online Survivor Benefits Report through an updated process using a linked email address.

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What is the Survivor Benefit Plan?

The Survivor Benefit Plan allows retiring service members to allocate a portion of their retirement pay to a spouse or other eligible beneficiaries upon their death.

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Tax Extensions for Survivors

If you’re a survivor of a service member who has died on active duty, you may have the option of taking extra time to file your tax return.

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Military Spouse Benefits

The military lifestyle can be an exciting adventure for spouses as long as you’re prepared. Being prepared includes knowing your military spouse benefits — and where to find them — as you navigate your way through the military community.

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Tax Forgiveness

After the death of a loved one, the last thing you want to think about is taxes. However, the government may entitle your loved one to tax forgiveness. Learn more about tax forgiveness.

Essentials

Survivor Finances and Legal Affairs – Essentials

While nothing can take away your pain after the death of a loved one, having your financial and legal affairs in order can provide some peace of mind during this difficult time.

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How to Deal with Special Tax Considerations

When major changes happen that affect your income or your assets — such as the death of a family member or the pending start of college — the last thing you want to consider is taxes.

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Thrift Savings Plan Options: Making Your Retirement Dollars Work for You

It’s never too early to start saving for retirement. The best way to get started is the Thrift Savings Plan, a retirement savings plan for federal employees and members of the uniformed services that gives you two ways to sock away some cash.

Benefits

Casualty Assistance – Benefits

The Defense Department and other agencies are committed to connecting survivors with resources to relieve financial stress and provide information to assist them in their decision-making.

Estate Planning – The Essentials

You’re a guardian of your country and your family. In order to safeguard your family’s financial future, consider taking steps that help you gain control of your property and other assets and provide for your family for the long term. Military OneSource provides resources, services and information on many legal matters and offers advice to help secure your family’s future.

Benefits

Spouse – Benefits

Military life can be an exciting adventure for spouses as long as you’re prepared. Being prepared includes knowing your military spouse benefits – and where to find them – as you navigate your way through the military. …
Resources

Casualty Assistance – Resources

The Defense Department and other agencies support families of deceased service members by providing them with compassionate services to help them cope with their loss and address all questions and actions related to the casualty. Following are. …
Essentials

Special Tax Considerations – The Essentials

Tax preparation for the service member is often more complex than that of a civilian because of the implications of deployments, combat and training pay, housing and rentals, and multi-state filing. Major life changes like death or starting college also affect income and assets. Understand how special circumstances determine your taxes.