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Topic
Estate Preservation for the Next Generation
Date & Time

Selected Sessions:

Sep 26, 2024 07:00 PM

Description
Our team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The Secure Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24