Mother and Father with their 3 happy children

Estate Planning Assistance

Make an Impact Beyond Your Years

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. UnityPoint Health - St. Luke's Foundation has partnered with Thompson & Associates of Nashville, Tennessee 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, insurance policies, retirement accounts, cash on hand, etc.) you have worked hard for during your life transfer to your loved ones and your valued charitable organizations 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 St. Luke's Foundation, the fees for their services are covered by the Foundation. You get their resourceful assistance at no charge.

Services Available to You

Work with Thompson & Associates 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 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 to get started
  • Estate Plan Review - a valuable second opinion on your current plan
  • Comprehensive Estate Planning Services
  • Consultation with Your Attorney, CPA, or other planning professionals
  • Ask Thompson & Associates - telephone and e-mail question and answer service