Estate Planning
Free Estate Planning as our Gift to You!
There are many components to a personal estate plan. Abe’s Garden Community has partnered with Thompson & Associates, a premier estate planning firm in Nashville, to provide you with complimentary customized estate planning guidance that assures legacies are realized.
Thompson & Associates Senior Vice President Paul Grassmann is available to meet with you to help you better understand how estate planning.
Abe’s Garden Community offers a gift to you to help you learn how estate planning can:
• increase current and future gifts to your children
• reduce your taxes
• make meaningful gifts to the social benefit organizations you appreciate
As a friend of Abe’s Garden Community, you have access to our complimentary estate planning service. There is no cost to you, and you will not be asked to buy any products or services.
Scroll down to learn more about the benefits of this service and read what others are saying about their experiences with our partner, Thompson & Associates.
The Benefits
During the estate planning process, Thompson & Associates helps answer important questions:
- Do I have enough money to live comfortably for the remaining decades of my life?
- How much should I leave my heirs, and what’s optimal timing for these distributions?
- How can I best utilize tax-effective strategies to benefit myself and my family?
A meeting with Thompson & Associates provides expertise:
- With complete confidentiality
- At your convenience with no time constraints
- From an unbiased third party
- At no charge to you
- That is personalized using thoughtful, values-based process that focuses on your objectives
- That culminates in a suggested course of action to share with your accountant, attorney and financial advisors
The Expertise
Thompson & Associates works with nonprofit organizations, such as Abe’s Garden Community, to help individuals understand their options, review their current plans, and establish guiding principles for their estate plan. We are underwriting the cost so it may be offered to you as a complimentary service with no obligation.
This may be the perfect time to consider what you want your legacy to be. Even during times of uncertainty, you can take decisive actions reflecting your highest values. If you’d like to receive a free Estate Planning Inventory guide to get started now, please contact Donna Coleman at dcoleman@abesgarden.wpengine.com or 615.490.6340 to receive your copy via email or USPS.
How does your estate plan stack up? Take this quiz to find out.