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Giving Purposeful Meaning to Your Life’s Work

You have worked hard to accumulate your assets. When it comes to their estate most people have three things in mind:

1) To have enough to live on for the rest of their lives

2) To pass on as much as possible to heirs

3) To leave as little as necessary to the government.

A 20-minute meeting with Bob Hoffman, a Thompson & Associates estate planning professional, will let you know whether a review of your estate plan will help you achieve these goals. In fact, you may find that you can leave even more to your heirs. The hospital foundations of Samaritan Health Services want to assist you in achieving all of your estate planning objectives, even if we are not included in your estate plan .

Is Estate Planning Right for You?

Some might think that estate planning is a vehicle solely for the “rich.” That is not the case. In fact, many people can realize dramatic financial benefits by going through the estate planning process. Doing so may help protect their hard-earned assets for their heirs.

What’s in it for You?

We will introduce you to Thompson & Associates, one of the most successful and highly respected charitable estate planning firms in the country. They do not sell products, and they do not manage money. Their only task is to plan your estate according to your desires. Benefits of working with Thompson & Associates:

  • Information given to Thompson & Associates is kept confidential.
  • You receive a free, comprehensive set of recommendations which would typically cost about $7,500.
  • Thompson & Associates will work with your attorney and other professional advisers to accomplish your goals.
  • You will feel satisfied knowing that your estate plan will be one of the best plans available in the country.

What’s in it for the Samaritan Foundations?

We have no hidden agenda. We offer these services for the following reasons:

  • We believe you desire to be good stewards of the assets that you have worked so hard for during your life.
  • We believe you would prefer to give a portion of your estate to charity rather than to the government, if possible.
  • We believe you want to arrange your estate so it will be a positive gift to your heirs rather than serve as a disruption.
  • We want to help you pass your legacy of helping others without taking away from your needs or the needs of your heirs.
  • We believe we should assist others in formulating an estate plan that meets their values and objectives and is also based on current tax laws.

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Start Planning Today!

Contact your local Samaritan hospital foundation to begin the planning process with Bob Hoffman, vice president of Thompson & Associates. 

This is a service to you and you can rest assured that you won’t be rushed to make decisions and will be able to develop a plan that meets your desires and goals.

Albany General Hospital Foundation

Good Samaritan Hospital Foundation

Lebanon Community Hospital Foundation

North Lincoln Hospital Foundation

Pacific Communities Health District Foundation