Recent News & Announcements

NEW PODCAST Estate Planning Pitfalls: Self-prepared Estate Plans

In this episode, Cayce and Jason discuss self-prepared estate plans.  read more

Podcast: Estate Planning Pitfalls-Outright Distributions from an Estate

In this episode, Cayce and Jason discuss outright distributions.

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Registration Now Open for Our 2018 Annual Conference

Join us in Nashville, Tennessee for our annual conference July 30-31, 2018! read more

Podcast Channel

We are excited to announce our podcast channel with short nuggets of wisdom designed specifically for you! read more

Video: Donors' Experience with Thompson & Associates

Donors talk about their planning experience with Thompson & Associates. read more