The elements of estate planning for military officers

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Authors
Thiel, Louis H. C.
Subjects
Advisors
Senger, John D.
Date of Issue
1965
Date
Publisher
Monterey, California : Naval Postgraduate School
Language
en_US
Abstract
Estate planning for a military officer and his family has the same fundamental objective of financial security as any estate program. The officer's estate has a sizeable foundation varying with pay grade and length of service. Some of this foundation is applicable only as a result of the officer's death on active military duty. Social Security benefits and military retirement pay are also estate considerations. An estate model can be constructed depicting "estate needs" and "present estate". The present estate normally is much less than that desired for the "peace of mind" so necessary for a dedicated military career. Some types of insurance and investments are more compatable with the officer's career and estate goals than others. A critical analysis of estate needs and a positive action on the selected estate building techniques can insure the officer and his family financial security for the rest of their lives.
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Thesis
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Business Administration and Economics
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