Who Gets What? Why Veterans Must Review Their Beneficiary Designations Now

Calvin Harvey II

Published on: 09/09/2026

Beneficiary designations are one of the most important — and most overlooked — parts of a veteran's financial and estate plan. Here is why reviewing yours right now could protect your family from a serious problem.

beneficiary designationsveteran estate planningfamily protectionlife insurancelegacy planningmilitary family

The Fall Planning Checklist Every Veteran Should Review Before Year-End

Calvin Harvey II

Published on: 06/09/2026

Fall is the right time for veterans and military families to review their coverage, update their documents, and make sure everything is in order before the year ends. Here is the checklist I walk through with the people I serve.

veteran planningfall checklistyear-end planningveteransfamily protectionestate planninglife insurancebeneficiary review

The One Form That Could Change Everything: Updating Your Beneficiary Designations

Calvin Harvey II

Published on: 11/08/2026

Most veterans haven't looked at their beneficiary designation forms since they first signed up for coverage. Here's why that matters — and how to fix it.

beneficiary designationsveteran planningestate planningmilitary familylife insurance