Individuals enjoy the opportunity to work with a Thompson & Associates' professional estate planner. Your consultant will work with you to ensure that your values and objectives are realized in your estate plan. Planning clients appreciate the opportunity to ask questions and receive answers about various estate planning tools and techniques.
Click here to read more about our individualized services.
Nonprofits have enjoyed the benefits of working with Thompson & Associates for years. Recognized as one of the nation's leaders in charitable estate planning, Thompson & Associates' estate planning process results in over 85% of estate plans including your nonprofit. Our experience in annual giving will be an additional benefit to your organization.
Click here to read more about our services for nonprofits.
Working through the local nonprofit organization, the Thompson & Associates' consultant meets with individuals and families to prepare a detailed charitable estate plan recommendation. The consultant works with the planning client's professional advisors (including their attorney, life insurance agent, accountant, and financial advisor) to finalize the recommendations. The planning client's local attorney is used to draft and execute documents.
Click here to read more about how we work with professionals.