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Estate Strategies  
  Take control of your assets.   white space Man fishing
 
   

What is it?
An estate refers to the sum of your assets, regardless of what they’re worth. Your estate can include your home, your car, your savings and investments, your personal property and more. An estate strategy is a plan designed to protect your assets during your lifetime and after your death.


How you’ll benefit
Putting an estate strategy in place will help you:

  • Organize your assets to provide a comprehensive view of your estate.
  • Transfer your assets to loved ones with the least amount of cost after your death.
  • Arrange for the proper ownership of your assets so they’re handled according to your wishes.


When to consider
It’s a good idea to put a plan in place as soon as you can. Doing so will protect your family from tax complications in case the worst should happen. If you don’t currently have a large estate, it will be even easier to create a solid strategy. As your estate grows, you’ll be able to adjust your plan accordingly.  


Take the next step
Estimate the size of your estate. Start by listing everything you own, including:

  • Bank accounts
  • Stocks and bonds
  • Certificates of deposit
  • Businesses
  • Farms
  • Mutual funds
  • Vehicles
  • Pensions, IRAs, Keoghs, annuities
  • Art, antiques, jewelry
  • Life insurance (including employer sponsored group term)
  • Personal effects
  • Real estate

Next, list your liabilities. For example:

  • Outstanding debt
  • Credit card bills
  • Mortgages
  • Loans
Call your Thrivent Financial representative with your two lists. Together you’ll create a strategy for managing and protecting your estate.
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ArrowTake Control of Your Legacy
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Thrivent Financial for Lutherans, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
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This document was last updated on Thursday, May 17, 2007 at 12:14 PM