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Estate Planning Consultations
Wellmont Foundation is pleased to announce that we have partnered with Thompson & Associates of Nashville, Tennessee which provides expert guidance in estate planning. Our affiliation with Thompson & Associates gives us important new resources to offer our friends in the community. Because their fees are covered by the foundation, their valuable service will be offered to individuals at no charge. Their area of expertise is helping people to avoid estate taxes, plan for their families and themselves, and benefit the charitable organizations they value. This information is offered to you with no obligation. Dates Available for Personal Consultations Confidential ServicesThe following confidential services are available:
We are pleased to offer this service to our friends and hope that you will see Thompson & Associates as your personal resource for estate planning needs. Dates Available for Personal ConsultationsPlease mark your calendar for the next available dates on:
Give us a call at 423-230-8550 if you would like an appointment. About Thompson & AssociatesThompson & Associates works through nonprofit organizations to provide planned giving expertise and to lead select supporters through a personalized and comprehensive Charitable Estate Planning process. The process typically concludes with a plan executed by the individuals' own professional advisors. For more information about Thompson & Associates, please visit their web site at www.ceplan.com About Jeremy PharrThe Thompson & Associates representative you will be working closely with for your estate planning needs will be Jeremy Pharr, Attorney. Read his biographical information here Jeremy Pharr Contact UsIf you would like to make an appointment with Jeremy Pharr of Thompson & Associates, please contact Todd Norris (423-230-8555, Todd.Norris@wellmont.org). Your inquiry confidential and involves no obligation. |
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