Estate Preservation for the Next Generation

Better prepare yourself for the “what-ifs” in life by joining us for Estate Preservation for the Next Generation, presented by Eric Bilger. 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.

ADD EVENT DETAILS - Date, time, what refreshments you will have and when they will be served, generosity component, etc.

This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.

No products will be sold.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.

Thrivent.com/disclosures. 31374F N4-24