Discover the transformative power of values-based estate planning — a thoughtful and impactful way to shape your legacy. This approach goes beyond simply distributing assets; it reflects your life’s values, priorities, and the causes you care about most.

By incorporating philanthropy into your estate plan, you can ensure your loved ones are provided for exactly as you wish, while also making a lasting difference in the community that has shaped your life.

Whether it’s supporting future generations of patients, advancing medical innovation in Lake Tahoe, or ensuring compassionate care continues at Barton Health, estate gifts offer a powerful opportunity to align your legacy with your vision for a better world. Through intentional planning today, you can create a ripple effect of healing, hope, and impact for years to come.

Barton Health Foundation has engaged Thompson & Associates, a nationally recognized values-based estate planning service, to assist you in crafting a personal estate plan that paints far more than your financial picture.

The Thompson & Associates planning process helps you create a thoughtful estate plan that transfers assets to the people you love and the causes you support. This often uncovers ways you can secure your future, provide for loved ones, and self-direct all or part of your estate that otherwise would have been collected as tax.

Learn more about this unique estate planning opportunity!