Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle.

In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether you’re an executor or a beneficiary.

In this episode, you’ll learn:

Tune in now to better prepare for handling estates in a way that honors your loved ones, your overall financial picture, and future generations!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor

Continue reading Podcast 21 — What do you Need to Know When Handling an Estate? →

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Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

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This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

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