Legacy and Planned Giving

We are excited to announce the 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.

To learn more about this unique estate planning opportunity, or to meet with Vince McElligott, Executive Vice President of Thompson & Associates, please contact Chris Kiser, Executive Director, Barton Health Foundation, at 530-543-5612 or email ckiser@bartonhealth.org.

About Thompson & Associates