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UnityPoint Clinic - Express (North Crossing)

2134 Logan Avenue
Waterloo, IA 50703

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UnityPoint Clinic - Express (Prairie Parkway)

5100 Prairie Parkway
Cedar Falls, IA 50613

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UnityPoint Clinic - Express (San Marnan)

1655 East San Marnan Drive
Waterloo, IA 50702

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UnityPoint Clinic - Express (Waverly)

101 Cedar River Pkwy 101
Waverly, IA 50677

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UnityPoint Clinic Express - United Medical Park

1731 West Ridgeway Avenue
Waterloo, IA 50701

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Grandfather playing football with grandson

Complimentary Estate Planning Assistance

A planned gift is arguably the most meaningful charitable gift you can make: it involves deciding what you want your legacy to be, how you want to make it, and who you trust to carry it out. Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each donor's situation. There are many components to a personal estate plan.

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 Allen 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, 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.

This video introduces you to estate planning with three things you need to know:

  • How to protect your future
  • Leaving a legacy
  • Staying up to date on new tax laws

Estate Planning Assistance

nullDr. 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 the Allen Foundation, you receive 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 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 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
Contact the Allen Foundation at (319) 235-3960 or email Mike Lind to schedule your local, confidential appointment with Dr. Eddie Thompson of Thompson & Associates.