estate planning checklist for financial advisors

Assets within a trust may not be included in your estate (depending on the type of trust) which could result in significant estate tax savings for your loved ones. A trust is a separate entity that holds your assets for your beneficiaries until an appointed time. Here are additional documents for estate planning to consider: In addition to the essential estate plan documents that outline your wishes and directives, you can add other documents to your plan so everything is in order and easy to find. We recommend you read the privacy policies of those sites as they may be different from Thrivent's policy.Īdditional estate planning documents to consider Insurance, securities, investment advisory and trust and investment management accounts and services offered by Thrivent, the marketing name for Thrivent Financial for Lutherans, or its affiliates are not deposits or obligations of Thrivent Federal Credit Union, are not guaranteed by Thrivent Federal Credit Union or any bank, are not insured by the NCUA, FDIC or any other federal government agency, and involve investment risk, including possible loss of the principal amount invested.Īny data or personal information collected by websites other than Thrivent is not covered by Thrivent's privacy policy. Deposit and lending services are offered by Thrivent Credit Union, the marketing name for Thrivent Federal Credit Union, a member-owned not-for-profit financial cooperative that is federally insured by the National Credit Union Administration and doing business in accordance with the Federal Fair Lending Laws. You are now leaving the Thrivent website.

Estate planning checklist for financial advisors