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Stay in the know with the latest financial advice and news from AAFMAA Wealth Management & Trust (AWM&T). Explore professional insights on military financial planning, investment advice, wealth building, retirement preparation, and estate planning.

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Trust Services

Veteran couple reassessing their trust with AAFMAA Wealth Management & Trust LLC.

Why Consider a Second Opinion Trust Review?

FREE: Trust Considerations

Estate planning isn't something you complete once...

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Military couple discussing trusts with AAFMAA Wealth Management & Trust LLC

What Does a Trustee Actually Do? More Than You May Think.

When creating a trust, one of the most important decisions you'll make is choosing a trustee. Many...

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Military family with grandchildren, who are Trust clients of AWM&T.

The Successor Trustee Gap: Is Your Backup Plan Really Ready?

FREE: Trust Handout

Creating a trust is one of the most meaningful...

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Veteran couple looking up Trusts from AWM&T on their laptop.

Trust Planning for Military Families: It’s About Complexity, Not Wealth

FREE: Trust Checklist

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