Charitable Estate Planning
Are You Considering Your Estate Plan? The SHS foundations are pleased to offer free, confidential estate planning consultation in cooperation with
Thompson & Associates, a national leader in estate planning.
How does the service work?
Thompson representative Bob Hoffman, a Certified Specialist in Planned Giving, will meet with you privately to review your estate and discuss your goals. You can schedule these meetings through your local SHS foundation. If you choose to schedule a follow-up meeting, you are welcome to include other family members and/or your professional advisor(s).
How can this service help me?
Thompson and Associates can help you do the following:
- Clarify your estate goals and work with you to develop a personal financial philosophy that reflects your vision.
- Provide and manage an action plan geared toward achieving your expected estate outcomes.
- Collaborate with your present financial advisors and attorneys and work with them to accomplish your goals.
- Outline how you can potentially transfer more wealth to your heirs by including a qualified non-profit organization in your estate plan.
- Quantify the amount that would otherwise go to taxes.
What's the catch?
There are absolutely no obligations associated with this service. The goal is to help you and your family focus on your estate planning priorities and to make decisions that are right for you. Your meetings will be completely confidential and information will not be shared with the SHS foundations.
To schedule an appointment with Bob Hoffman, contact your local SHS foundation:
Albany General Hospital Foundation – (541) 812-4702
Good Samaritan Hospital Foundation – (541) 768-4256
Lebanon Community Hospital Foundation – (541) 451-6303
North Lincoln Hospital Foundation – (541) 996-7102
Pacific Communities Health District Foundation – (541) 574-1810