Estate Preservation for the Next Generation
Location: The Hive Rapid City
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 of 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. 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.
You can register to the event directly by dropping us an e-mail at huetherassociates@thrivent.com
No products will be sold.