"Our advice to anyone is, 'Just go!'. Brian provides a highly informative and confidential service. Regardless of your age, you will find out what you likely don't know about estate planning during your private meetings. You will not feel pressured, nor will you be 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 adviser 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.


Introductory Meeting: The process will start with 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 created 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 estate plan.

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 adviser(s) to discuss the recommendations. You are welcome to invite your adviser(s) to attend your meetings with Brian.

Plan Implementation: You are free to work with your personal adviser(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.