By getting the estate planning information you need, you can prepare yourself for any financial obstacles that may affect you and your loved ones in the future. The UnityPoint Health – Central Illinois Foundation has partnered with Thompson & Associates to provide expert, unbiased guidance in estate planning. Take the right steps today to leave a meaningful mark on the community's future.
What is Estate Planning?
Estate planning helps assure you that the assets (including property, cash on hand, insurance policies, retirement accounts, etc.) you have worked hard for during your lifetime transfer to your loved ones and the charitable organizations you care about in the way you intend.
Estate Planning Assistance
Dr. Eddie Thompson, President of Thompson and Associates, is the representative you will be working closely with for your planning needs. He will share his expertise in planned giving to help you through the comprehensive Charitable Estate Planning process. This process usually concludes with a plan that meets your personal needs. And because of Thompson & Associates partnership with UnityPoint Health - Central Illinois Foundation, the fees for their services are covered by the Foundation. You get their resourceful assistance at no charge.
Services Available to You
Working with Thompson & Associates enables you to avoid estate taxes, plan for your family and yourself, and benefit the charitable organizations you value. Services are available to create a new plan or review an existing one to ensure it carries out your long-term intentions.
The following confidential services are available:
- Estate Planning 101 -what you need to know before getting started
- Estate Plan Review -a valuable second opinion on your current plan
- Comprehensive Estate Planning Services
- Consultation with your CPA, attorney, and other planning professionals
- Ask Thompson & Associates -telephone and e-mail question and answer service
Contact the UnityPoint Health – Central Illinois Foundation at (309) 672-5741 or email Michelle Shambaugh to schedule your local, confidential appointment with Dr. Eddie Thompson of Thompson & Associates.