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“Going through the estate planning process with
Thompson & Associates helped us plan for the future.
And it helped us realize there is more to estate planning
than just the financial part.” That’s how Joan Mozer
described her family’s experience with estate planning
through Thompson & Associates offered by the Faith
Regional Health Services Foundation.

“Our Thompson & Associates consultant, was an
answer to our prayers”. That’s how another Thompson
& Associates client described their experience in estate
planning. She goes on to say “We never felt any Joan Mozer—Meadow Grove, NE
pressure….he helped us understand our individual beliefs RN, IBCLC
and priorities for our estate will be distributed when we’re
gone. The best part was that the process helped us talk
through the areas where we didn’t agree and, in the end, we came to full agreement about our plan.”

Faith Regional Health Services Foundation wants to share this positive experience in estate
planning with you. The Foundation is proud to partner with Thompson & Associates, a value-based
estate planning company that works with nonprofits and their donors to help them understand their
personal planning priorities and to help carry out their plans. This estate planning service is offered to
you with no hidden agendas, no pressure, no obligations, and no time constraints. Whether you need
to create a plan or just want a second opinion on an existing plan, this service can help.

The process is confidential. The information you share with the Thompson & Associates
representative is not shared with the Foundation. You’ll commit to, on average, 4-7 one-hour meetings
over several months, during which you’ll clarify your personal values and goals. Then you’ll receive a
comprehensive set of recommendations to help you accomplish your goals through your estate plan.

Many Americans have tax-deferred retirement accounts in their estate. And distributions from those
accounts are almost always taxed unless they are given to a
charity. After completing an estate plan with Thompson &
Associates, many clients realize they would rather see 100% of
these funds go to the charity of their choice rather than for such a
large portion (30-40%) be taxed by the government.

When you complete your estate planning with Thompson &
Associates, you’ll have a detailed plan to present to your financial
and legal advisors, who will then draft the final documents to put
your strategies in place.

As one Thompson & Associate client said “There is no pressure.
There is no expense. It’s a great way to get a thorough estate plan,
Michael Geis or even a review of a current plan. Don’t wait for a crisis to get
Thompson & Associates things in order. You don’t always get that chance.”
Representative
For more information or to make your free appointment, contact
the Foundation at 402-644-7302 or email Mary—mbaker@frhs.org