Estate Planning Peace of Mind

At Winter Haven Hospital Foundation, we know that your estate represents a lifetime of hard work, planning and sacrifice – and something even more important, your values.  For most people, preparing to transfer their assets in a way that preserves the integrity and initiative of their loved ones ranks as one of life’s great challenges.

That’s why we are so pleased to offer the services of Thompson & Associates.  For more then fifteen years they have been helping families make the right choices by providing them with options and opportunities that most had never heard of.
 
They can help you find solutions to questions like these:
•    Do I have enough to live on for the rest of my life?
•    How can I leave the right amount, at the right time, to my heirs?
•    Is it possible to provide for my family and charity?
•    How much tax might I owe?
 
This valuable service is offered at no cost to you, and with no requirement that you make a gift to Winter Haven Hospital or the Foundation.  We know that most people would like to be charitable if they can redirect assets otherwise lost to taxation toward their favorite charities – we trust Thompson & Associates ability to do just that!  Most importantly, it’s completely confidential.  You can read more about their service on this site.

Winter Haven Hospital Foundation is privileged to have Ron Smith, Sr. Vice President, Thompson & Associates, with us each month to help you get started planning, or to review your current plan.  He’s knowledgeable and easy to talk to. 

To schedule a time or to learn more, please contact Joel Thomas at the Winter Haven Hospital Foundation at: 863-292-4334. You may email Joel at Joel.Thomas@winterhavenhospital.org.