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Values-based estate planning with Thompson & Associates

The MultiCare Foundations is excited to tell you about our partnership with Thompson & Associates. Thompson & Associates helps people:

  • Clarify their goals and objectives and develop an estate plan that reflects their values
  • Help ensure their financial independence
  • Provide for each of their heirs in the most effective way
  • Reduce taxes and redirect dollars going to the government to the causes they care about

We would like to offer you the opportunity to have our Thompson & Associates consultant, Lorraine del Prado, visit with you confidentially about your plan—with no obligations and at absolutely no cost to you.

If you would like learn more or would like to schedule an introductory meeting with Lorraine, contact our Gift Planning team at 253-403-3093 or plannedgiving@multicare.org.

Learn more about Lorraine del Prado.

The Thompson & Associates Process

An Estate Plan at No Cost to You!

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. Their unique process combines the knowledge of professionals with vast and varied experience to produce personalized plans.

A Personalized Estate Plan

A representative of Thompson & Associates guides individuals and families through a detailed Estate Planning process. The goal is to create a thoughtful estate plan (or review an existing estate plan) that transfers assets to loved ones in a way that is tailored to fit their individual personalities and needs, while redirecting social capital (typically collected as taxes) that may be used to support the nonprofit community.

Free and Confidential Service to Friends and Supporters

You never pay for this service. Thompson & Associates is held on retainer by the MultiCare Foundations to offer these services free of charge to our friends and supporters.

We respect the confidential nature of your conversations. All of your personal information shared with Lorraine and the Thompson & Associates team will be held in the strictest confidence and will not be shared with anyone without your direction.

FAQs

Most likely, you have many questions. Hopefully, those questions can be answered here, but if not, please do not hesitate to contact us for more information.

How much does this cost? +

Absolutely nothing. Thompson & Associates is held on retainer by the MultiCare Foundations to provide you independent and unbiased advice. If you’re planning leads to the drafting and execution of estate planning instruments by your professional advisors (like your attorney), you will be responsible for those fees.

What is Thompson & Associates trying to sell me? +

Nothing! You will never pay Thompson & Associates anything—directly or indirectly. Their services are a gift to you. Thompson & Associates does not benefit from their recommendations. You will use your own professional advisors, including your attorney, your insurance agent and your financial planner to implement your plan. Thompson & Associates does not receive a commission or fee of any kind besides the retainer fee the MultiCare Foundations pay.

Do I have to make a gift to the MultiCare Foundations? +

No! The MultiCare Foundations offers the planning services of Thompson & Associates without any obligation on your part. We hope that if you choose to leave a portion of your estate to charitable organizations, you will remember the MultiCare program or foundation you care about, but you are not required to make a gift to benefit from the services. In fact, Thompson & Associates will never ask you for a gift.

Can I give to other organizations besides the MultiCare Foundations? +

Absolutely. We know that you probably support several organizations. We hope the planning process with Thompson & Associates will help you formulate a plan to give to all the organizations you care about.

Will the MultiCare Foundations or other nonprofits know the things I share with Thompson & Associates? +

No. Your meetings and conversations with Thompson & Associates and the results of the planning process are strictly confidential. Thompson & Associates will only share your information with someone at your request.

Will this planning process take away assets from my heirs? +

No. The planning process begins with you stating your planning objectives. Thompson & Associates then leads you through a process of showing you ways to accomplish those objectives. You will decide how much to leave your heirs.

Can my attorney be involved in the planning process? +

Yes. Thompson & Associates will lead you through a planning process, but your professional advisors are very important in making sure your plan is best for you. While the attorneys typically do not sit through the meetings with you, they will be advised and asked to contribute to the plan (if you consent, of course). Most plans conclude with estate planning documents which will be drafted by your attorney.

How long does the planning process take? +

The planning process of Thompson & Associates allows you to take the time needed to thoughtfully develop and consider your legacy and estate plan wishes and options. Typically, there are 3-5 monthly 45minut to 1 hour meetings that take place virtually via Zoom or in a convenient location. But, because each family is unique, the precise schedule may vary depending upon the level of complexity and individual circumstance. What's important is your timing. Lorraine will take whatever time is needed to make sure your questions are answered and the expected outcomes are in accordance with your wishes.

What are the final results of the planning process? +

What you receive from the planning process depends largely on what you need. You may just need a knowledgeable person to brainstorm some ideas, get confirmation that you are heading in the right direction, or need a complete plan. Whatever your situation, you will walk away from the planning process knowing exactly what you have, what you want to do with your assets after you are gone and have an executed estate plan (by your own advisors) to accomplish your objectives.

Why would the MultiCare Foundations offer these services for free? +

You may be saying "this just sounds too good to be true, why would anyone offer estate planning services at no charge?" We all live in this community. We all contribute to the greater good of the community in our own ways. Just as our supporters enjoy helping us achieve our goals of serving the community, we wanted to share a very valuable gift with you.

How do I get started? +

If you would like learn more or would like to schedule an introductory meeting with Lorraine, contact our Gift Planning team at 253-403-3093 or plannedgiving@multicare.org.

Get started now

Prepare for your meeting with Thompson & Associates using our free personal estate planning kit to maximize your time. It will help you inventory your assets and consider the goals you want to accomplish with your estate plan.

Download a free personal estate planning kit
Personal Estate Planning Kit Request Form

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