"Our advice to anyone is, 'Just Go!' Brian provides a highly
informative and confidential service. Regardless of your age, find out
what you likely don't know about estate planning during your private
meetings. You will not feel pressured, nor will be you disappointed."
~~Dr. Cary and Kay Lynne Zietlow
Values-based estate planning is a personalized process to develop an estate
plan that highlights your values, captures your priorities, outlines your
intentions, and protects your assets.
As a service to our friends and donors, the MHP Foundation offers confidential
and comprehensive estate planning services at no charge and with no obligation.
Utilizing the planning resources available through one of the nation's
leaders in charitable estate planning, Thompson & Associates, our
advisor Brian Cohoon will personally guide you through a thorough and
thoughtful process to help structure your estate plans according to your wishes.
If you already have an estate plan, Brian can provide an unbiased second
opinion about your options. An estate plan is never final until its creator
can no longer change it; changes in assets interests, family situations,
and tax laws necessitate regular review and updates to assure that your
plan addresses your priorities.
HOW IT WORKS:
An initial meeting with you and Brian. If you choose to continue, you will
meet with Brian 3 to 6 times total to complete the process.
Your Estate Planning Goals & Objectives:
After completing a simple questionnaire, Brian will work with you to help
clarify your estate planning goals. Goals may include meeting financial
needs for you, your spouse/partner and heirs, and/or including special
needs situations. Planning also addresses making tax-wise decisions in
achieving your personal legacy and charitable goals.
Personal Philosophy Statement:
From the information gathered, a Personal Financial Philosophy statement
will be provided which confirms and restates your values and objectives.
Estate Asset Review:
A Net Worth Statement will be created to aid in the development of a comprehensive
Plan Development & Review:
Using the Personal Financial Philosophy statement, you will be presented
with estate planning options that meet your personal objectives. If you
wish, Brian will meet with your professional advisor(s) to discuss the
recommendations. You are welcome to invite your advisor(s) to attend your
meetings with Brian.
You are free to work with your personal advisor(s) to implement your personalized
values-based estate plan.
Thompson & Associates does not draft legal documents, manage money,
sell any products or ask you to make a gift.