Thompson Associates logo Estate Planning

Thompson & Associates works with nonprofit organizations, such as Carris Health, to help individuals understand their options, review their current plans and establish guiding principles for their estate plan. Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each donor’s situation. There are many components to a personal estate plan. Carris Health has partnered with Thompson & Associates to provide you with expert charitable estate planning information and guidance that assures your legacy will be what you envision.

An appointment with Paul Grassman will be:

  • from an unbiased third party
  • at no charge to you
  • completely confidential
  • personalized
  • on your schedule
  • able to provide a completed suggested course of action to share with your professional advisor

If you have questions about making a planned gift or would like more information, contact Carris Health Foundation at 320-231-4141 to schedule your local, confidential appointment.