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Estate planning

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Estate planning
Estate planning guide: Essential documents & checklist
Did you know that everything you own yourself or co-own when you die is considered an estate? So for virtually everyone, estate planning is an important process to understand and put into play.
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Estate planning
Wealth transfer strategies: Leaving assets to loved ones
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Estate planning
Protect & control your assets with a trust
Digitizing the budgeting process
Estate planning
Estate tax planning: Strategies for passing on your wealth

Beneficial guidance for successfully passing on your assets

Estate planning
Oct 19, 2026
What is probate? A guide to settling an estate for your loved ones
Fall 2026
Sep 8, 2026
Aging solo-planning smart
Summer 2026
Jun 10, 2026
The Great Wealth Transfer: Timely guidance for givers & receivers
Estate planning
Feb 24, 2026
Marital trust vs. family trust: Understanding the key differences
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Estate planning
Feb 6, 2026
Estate tax vs. inheritance tax: Who pays & in which states?
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Investing
Feb 6, 2026
What parents need to know about custodial accounts
Estate planning
Jan 29, 2026
The great wealth transfer: What baby boomers need to know
Estate planning
Jan 29, 2026
The great wealth transfer: What inheritors need to know
Estate planning
Jan 26, 2026
Is life insurance part of your estate?
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Senior couple meeting with their financial advisor at home
Estate planning
The importance of estate planning: Protecting your people, property & privacy
Two people in the office
Estate planning
Estate tax vs. inheritance tax: Who pays & in which states?
Social Security
Maximizing your Social Security: What you need to know
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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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