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.

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.