Trinity Foundation Offers Estate Planning Services
Do you have enough money to live on for the rest of your life? How much money should your children inherit? Should you leave money to the charity of your choice?
At Trinity Foundation, we know that responses to these questions are as individual as each of our philanthropic partners. That’s why Trinity Foundation is pleased to offer the services of Thompson & Associates, a national leader in estate planning.
While planned giving advisors traditionally concentrate on the gift for the sponsoring charity, Thompson & Associates focuses on the priorities and life circumstances of the donor.
Here’s what Thompson & Associates can do for you:
- Clarify your estate goals and work with you to develop a Personal Financial Philosophy that reflects your vision.
- Provide and manage an action plan geared toward achieving your expected estate outcomes.
- Compare your existing estate plan with Thompson & Associates’ recommendations for you.
- Work with your local attorney and financial advisors to accomplish your goals.
- Outline how you can potentially transfer more wealth to your heirs by including a qualified nonprofit organization in your estate plan and quantify the amount that would otherwise go to taxes.
Trinity Foundation has been working with Eddie Thompson for over fifteen years. Eddie has met many area residents, and they have a great appreciation for his advice. One couple that utilized Thompson & Associates services commented, “We thought our estate plans were well in hand, but after working with Eddie, we’re in the process of taking additional steps that will help us to more fully accomplish our vision.”
Working with Thompson & Associates costs you nothing. There is no catch. This service is offered to you at no cost and with no obligation. Trinity Foundation has engaged Thompson & Associates on an annual retainer fee that is the same regardless of the number of our friends they help. Thompson & Associates receives no commission and has no products to sell. The meetings are completely confidential.
Taking advantage of Thompson & Associates’ consulting expertise is an exceptional opportunity to obtain an accurate, comprehensive overview of your entire estate. A local attorney noted, “This is a great estate planning process. Only a fraction of the estate plans completed are done with the same personal attention and comprehensive approach that Thompson & Associates offers – the cost is just too prohibitive. Here, it’s offered as a free service.”
If you have any questions or would like to schedule a free, confidential meeting with Eddie Thompson of Thompson & Associates, please contact Carol Grannon at (515) 574-6794 or email@example.com today.
For an inside look at Eddie’s process, check out his interviews with Steve Tucker and Carol Grannon in the videos below.
Steve Tucker and Eddie Thompson
Carol Grannon and Eddie Thompson