Estate planning for blended families
Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
A Lifetime Gift
Don't miss out on our free upcoming workshop on April 30. Shelly Halverson, a Certified Celebrant, will guide you through creating a living document for your future. Ensure your loved ones have all the necessary information when they need it. At the event, you will receive a complimentary resource binder. Register today at https://bit.ly/Trinityalg0430 . No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
A Lifetime Gift
Discover the gift no one wants to talk about but could be the best present ever! Learn how to prepare for the “what ifs” of life with expert Shelly Halverson. Mark your calendar for this free workshop called A Lifetime Gift. At the event, you will receive a complimentary resource binder to capture all the important information to share with your loved ones. We'd love for you to join us. Register today at https://bit.ly/Trinityalg0430. No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits
Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
