Estate Preservation for the Next Generaion

Description

Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life as we address: 

• Essential estate preservation documents you should have.
• The purpose of a will.
• Estate taxes and annual gifting limits.
• 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.

This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. After the presentation, Joseph S. Agnello, attorney at Agnello & Rogers, will be available to address any questions you may have. 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. See thrivent.com/social for additional disclosures. 27764-12FB R2-24