Estate Preservation for the Next Generation & Market Update

No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die.

We are 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 for dinner 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.

Immediately following the estate presentation advisors will review how what's happening in Washington affects your bottom line. You'll receive a Washington Update with non-partisan analysis and discussion around how the changing landscape in the nation's capital can impact taxes, investments and retirement planning.

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 advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 27878-11MR9-20

Host or Publisher Thrivent Southeast Regional Financial Office