Thompson & Associates works through nonprofit organizations, providing planned giving expertise and leading donors through a personalized and comprehensive charitable estate planning process.
For over thirty years, the Thompson & Associates' team has helped individuals and families plan to pass their estate assets to their family and to the organizations they support in a manner consistent with their values and objectives. Our unique process combines the knowledge of local professionals and the Thompson & Associates’ team. This results in the successful completion of an estate plan that meets the goals of the planning client and includes charity in a vast majority of the plans.
Specialties
Charitable Estate Planning, Planned Giving
