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Estate Planning

Free Estate Planning as our Gift to You!

There are many components to a personal estate plan. Abe’s Garden Community has partnered with Thompson & Associates, a premier estate planning firm in Nashville, to provide you with complimentary customized estate planning guidance that assures legacies are realized.

Thompson & Associates Senior Vice President Paul Grassmann is available to meet with you to help you better understand how estate planning.

Abe’s Garden Community offers a gift to you to help you learn how estate planning can:

• increase current and future gifts to your children
• reduce your taxes
• make meaningful gifts to the social benefit organizations you appreciate

As a friend of Abe’s Garden Community, you have access to our complimentary estate planning service. There is no cost to you, and you will not be asked to buy any products or services.

Scroll down to learn more about the benefits of this service and read what others are saying about their experiences with our partner, Thompson & Associates.

The Benefits

During the estate planning process, Thompson & Associates helps answer important questions:

  • Do I have enough money to live comfortably for the remaining decades of my life?
  • How much should I leave my heirs, and what’s optimal timing for these distributions?
  • How can I best utilize tax-effective strategies to benefit myself and my family?

A meeting with Thompson & Associates provides expertise:

  • With complete confidentiality
  • At your convenience with no time constraints
  • From an unbiased third party
  • At no charge to you
  • That is personalized using thoughtful, values-based process that focuses on your objectives
  • That culminates in a suggested course of action to share with your accountant, attorney and financial advisors
Woman interested in independent living meeting with members of Abe's Garden team for tour

The Expertise

Thompson & Associates works with nonprofit organizations, such as Abe’s Garden Community, to help individuals understand their options, review their current plans, and establish guiding principles for their estate plan. We are underwriting the cost so it may be offered to you as a complimentary service with no obligation.

This may be the perfect time to consider what you want your legacy to be. Even during times of uncertainty, you can take decisive actions reflecting your highest values. If you’d like to receive a free Estate Planning Inventory guide to get started now, please contact Donna Coleman at dcoleman@abesgarden.org or 615.490.6340 to receive your copy via email or USPS.

Testimonials

“The Thompson and Associates process was a very valuable addition to my overall financial planning. I was impressed with the expertise of my advisor and his no-pressure approach to working with me. It cost me nothing and, as a result, I was much more knowledgeable about my own affairs. It is definitely an exercise worth the time, and I would strongly recommend it.”

– Paula Lovell, Estate Planning Participant

Testimonials

“It has been an important and mind and heart-opening opportunity to look beyond just what I’m going to leave to my family. My discussions with Paul are thought-provoking and it has helped me focus on the legacy of giving that I want to leave to those I love and care about.”

– Bill Gandy, Estate Planning Participant

Testimonials

“We thought we were in good shape with this aspect of our lives. However, the experience we are going through with Paul Grassmann has totally changed our thinking on what Estate Planning truly is and the thoroughness with which this subject should be approached. We have explored and acted on desires, wishes and ideas that were not in our thoughts prior to these sessions.

What a powerful, enlightening, educational, comforting experience it is. We feel Paul genuinely cares about us and wants to do everything in his power to support our values and objectives in the best way possible. Paul and the Thompson & Associates process has been an amazing gift to us for which we are very grateful.”

–Donald Holmes and Deborah Smith-Holmes, Estate Planning Participants

Testimonials

“Paul Grassmann showed us how we can make transformational gifts, now and in the future, to help the organizations we care about. It feels great to increase our impact through effective planning with Thompson & Associates. Thank you, Abe’s Garden Community, for this invaluable gift!”

–Debbie & Jim Shmerling Estate Planning Participants