Thompson & Associates can help create a blueprint to share with an Estate Planning attorney to execute. This service is confidential and there is no obligation to support Baylor. The value-based estate planning program is a personalized process that allows you to ensure that your values continue impacting those you love and society.
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Curious what it’s like to meet with Thompson & Associates? Here’s what others had to say after their free planning conversation:
The estate planning program provided by Thompson & Associates was invaluable to our family. Vince McEligott provided exceptional service, taking the time to understand our values and interests in philanthropy, which he thoughtfully incorporated into the planning process. His patience, attention to detail, and personalized approach made the process efficient, and without hurry or stress. We are grateful for his professionalism and commitment to securing our family’s future. This program has provided peace of mind not only for us, but for our loved ones and philanthropies after we are gone.
– Lisa and Chris Theall
I would like to strongly endourse the use of Vince McElligott from Thompson and Associates for this type of discussion. He was extremely informative, a superb communicator and was able to engage even disinterested parties in an extremely important discussion. If you have a spouse, it would be extremely helpful to have them involved in all discussions with him. Even if you feel like you had good consultations about your retirement in the past, as I had, this is a worthwhile expenditure of time and effort.
– Dr. James Lomax, Class of 1971
