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Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.

For over thirty years, the Thompson & Associates'​ team has helped individuals and families plan to pass their estate assets to their family and to the organizations they support in a manner consistent with their values and objectives. Our unique process combines the knowledge of local professionals and the Thompson & Associates' team. This results in the successful completion of an estate plan that meets the goals of the planning client.

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charitable estate planning & planned giving

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93
1996
$3.6M

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