Want to leave as much as possible to the people and organizations you love?
Consider this: Maximizing your legacy will not happen by chance. It will take wise planning.
Identify How You'll Leave What You Have
Mapping out your strategy with a professional who understands your goals is key. Here's why: A wisely crafted action plan can help you transfer your assets in a tax efficient manner. This allows your beneficiaries – not Uncle Sam – to receive more of what you pass down.
1 Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.