VALUE-BASED ESTATE PLANNING
Plan for What Matters Most.
Shelby County United Way has partnered with Thompson & Associates to offer confidential, values-based estate planning guidance to our donors and friends.
Whether you’re creating a plan for the first time or taking a fresh look at one you already have, the process starts with what matters most to you.
NO COST
CONFIDENTIAL
NO OBLIGATION
THIS IS ABOUT WHAT MATTERS.
Estate planning is about more than documents and assets. It’s about the people you love, what you’ve worked to build and the values you want to carry forward.
Values-Based Estate Planning starts there, helping you define your priorities before determining the strategies that can help you accomplish them.
PROTECT
the people
you love
PRESERVE
what you’ve
worked to build
PLAN
with greater confidence.
A PLAN BUILT AROUND YOUR PRIORITIES.
Every estate is different because every life is different.
Through the planning process, Thompson & Associates can help you:
- Clarify what you want your estate plan to accomplish
- Identify priorities for yourself, your family and those you care about
- Review your assets and existing plans
- Explore strategies that align with your goals
- Consider charitable giving if it is important to you
- Create a framework to review with your attorney, financial advisor or other professional advisors
Our Partner Thompson & Associates
Thompson & Associates specializes in values-based estate planning, helping individuals and families define what matters most and explore strategies for creating a plan that reflects those priorities.
Their role is not to sell products or replace your existing professional advisors. Instead, they provide an independent planning process designed to help you better understand your goals and options.
Your conversations remain confidential, and information is shared only with your permission.
YOUR LEGACY CAN CREATE CHANGE, LOCALLY.
If charitable giving is part of your vision, the planning process can help you explore ways to incorporate those goals alongside your priorities for yourself and the people you love.
There is no requirement to include Shelby County United Way in your estate plan.
But for those who choose to, a legacy gift can continue making an impact across Shelby County for generations to come.
Youth Opportunity
Financial Security
Healthy Community
Community Resiliency
FREQUENTLY ASKED QUESTIONS
How much does this service cost?
There is no cost to participate. Shelby County United Way provides access to the values-based estate planning process with Thompson & Associates as a service to our donors and friends.
Is my information confidential?
Yes. Your conversations with Thompson & Associates are completely confidential. Your personal or financial information will not be shared with Shelby County United Way or anyone else without your permission.
Do I have to include Shelby County United Way in my estate plan?
No. There is no obligation to make a gift to Shelby County United Way or any other organization. The process is designed around your priorities, your family and what matters to you.
I already have an estate plan. Is this still for me?
Absolutely. The process can provide a fresh look at your existing plan to help determine whether it still reflects your current priorities and accomplishes what you intend.
What if I already have an attorney or financial advisor?
That’s great. Thompson & Associates is not intended to replace the professionals you already trust. They help you clarify your goals and develop recommendations that you can take to your attorney, financial advisor and other professional advisors to put into action.
What happens if charitable giving is part of my plan?
If giving back is important to you, the process can help you explore how charitable giving may fit alongside the priorities you have for yourself and your loved ones. Where and how you choose to make an impact is entirely up to you. There is no requirement that Shelby County United Way be included in your plan.
We’re truly blessed to have the UW team that we do in Shelby County. As a business owner and resident of the community, I want to say Thank You to you and your team. The structure you provide through the many agencies you support makes a huge difference for so many.
Doug Borchers
Superior Aluminum Products
The UW has always been there for Wilma Valentine Childcare. We started with a special projects grant, then became a partner agency and are now celebrating 30 years. The SCUW has high expectations for their partner agencies and we are so proud of our affiliation with them and all the partner agencies.
Nancy Stiefel
Wilma Valentine Childcare Director