A well-thought out estate plan is the best gift you can give to yourself, your heirs, or the community.
Bob Hoffman, CSPG, CFRE, FCEP, of Thompson and Associates, will help you do just that with confidential, values-based planning services.
And all at no cost to you.
This complimentary service is provided by Adventist Health Foundation with no hidden agendas, no pressure, no obligations and no time restraints. All in the strictest confidence.
Bob will walk you through the process to help you create or revise an estate plan that communicates your values, captures your priorities, outlines your intentions and protects your assets.
A values-based estate plan will answer your biggest concerns:
- Do I have enough money to ensure financial security for my future?
- How can I provide for my spouse, children and grandchildren?
- How can I give to my heirs in responsible and relevant ways?
- How can I self-direct the portion of my estate that must be used for the greater good of society, commonly collected as tax?
How is this process different?
Working with Bob Hoffman, this process enhances, enriches and builds upon the work of your legal and tax professionals.
Bob takes the time you need and offers the opportunity to participate in the deeper conversations of family values and dynamics. There’s no need to worry about billable hours and time constraints.
Thompson and Associates will not:
- Solicit funds from you
- Sell or offer to sell services or products to you
- Manage money or provide legal/accounting services. You have no obligation to follow the recommendations offered.
- Share any personal information gathered through the planning process without your prior written consent.
You may not be ready to make final estate decisions now. Nevertheless, you can still participate. You have everything to gain by taking this opportunity to create or update your estate plan to reflect your current situation.