We plan the way we want,
but only God makes us able to live it.
United Church Homes is excited to announce a new partnership with Thompson & Associates that will provide values-based estate planning for its friends and supporters. The process is designed to help develop an estate plan that highlights an individual’s values and captures their priorities, while outlining one’s intentions and protecting assets.
Leave a Legacy
Estate planning involves deciding what you want your legacy to be, how you want to make it and who you trust to carry it out. United Church Homes knows there are many components to a personal estate plan, and that’s why we have partnered with Thompson & Associates to provide expert estate planning information and guidance that assure a supporter’s legacy will be what they envision.
“As we prepare to celebrate our 100th anniversary at United Church Homes, we are pleased to offer this valuable, complimentary service to our faithful supporters,” said Gloria T. Hurwitz, CFRE, vice president of advancement.
Valued supporters of United Church Homes will be invited to participate in this service that is designed to help them create thoughtful estate plans that transfer assets to the people they love and the causes they care about. The process often uncovers ways for people to secure their future, provide for loved ones, and self-direct the portion of an estate that otherwise would have been collected as tax.
Headquartered in Brentwood, Tennessee, Thompson & Associates personnel work throughout the nation to help people identify and clarify their estate planning objectives. Thompson & Associates does not draft documents, sell products or manage assets, but instead provides an independent third-party approach to estate planning, offering recommendations to review and have drafted by one’s own professional advisors.
Paul Grassmann serves as vice president of Thompson & Associates and as an advisor to United Church Homes. He is devoted to helping individuals plan their estates to meet their personal objectives. Paul completed his doctorate in jurisprudence and achieved the distinction of Fellow in Charitable Estate Planning. He is working on a Master of Laws in Estate Planning from The John Marshall Law School.
Individuals who meet with Paul would expect to receive:
- Expertise from an unbiased third-party
- A valuable set of estate planning recommendations at no charge to you
- Guarantee of complete confidentiality
- A personalized, values-based process that focuses on your objectives
- Convenient appointments on your schedule with no time constraints
- A comprehensive, suggested course of action to share with your local personal advisor(s)
To learn more about Thompson & Associates’ partnership with United Church Homes or to discuss scheduling an appointment, please contact Gloria T. Hurwitz, CFRE, vice president of advancement for United Church Homes, at firstname.lastname@example.org or by calling her at 740.751.8702.