You will never be asked to make a donation to any organization. Since my services are paid for by the Foundation, I have nothing to sell—no insurance, no investments, NOTHING. We will take whatever time is needed to make sure your questions are answered and the expected outcomes are in accordance with your wishes. Your attorney, financial advisors and family are all welcome to sit in on our sessions.
When you have an estate plan that meets your expectations and objectives, Thompson & Associate's staff attorney will prepare a recommendation packet that will be sent to your local attorney for drafting. That way you have the best of our services and your local professionals.
That's it, plain and simple! So why not give me 20 minutes of your time to see if this service can be beneficial to you? What's the worst that could happen? If you decide the process is not for you, at least we have made friends and you can go on your way. But either way, you will have the peace of mind that comes with having a well-designed estate plan.
Contact Mary L. McCormack at the McKee Medical Center Foundation at (970) 635-4105 or email@example.com to set up an appointment with me during my next visit.
Frank Stepp, PMP
Thompson & Associates
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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.