Doug Olson Email & Phone Number

For over 15 years I have worked as an independent contractor with Thompson & Associates, the leading charitable estate planning company in the nation. We contract directly with nonprofit organizations, who offer our estate plan review and education services to their constituents as a free service - preparing them to work with their attorney and update other beneficiary documents as needed. We do not provide legal, accounting or tax advice (no drafting of documents). Our focus is education and process facilitation. There is no requirement for a charitable estate gift, and we do not solicit on behalf of the sponsor. The nonprofits like what we do because our service is appreciated by their supporters, and very often brings persons who have only thought about an estate gift to executed tax-wise gift documents.Supported by the expertise of the national Thompson & Associates team, we focus on helping planning clients to walk through a dynamic process that confirms estate planning/legacy desires, reviews current plans and offers a comprehensive set of pre-planning recommendations. We prepare people to meet with their planning attorney and/or do the updating of important financial and legal documents. We employ traditional estate planning techniques, but emphasize values clarification and charitable vehicles to accomplish planning client's family goals and philanthropic dreams, all in concert with their own professional advisors.Specialties: Charitable Estate Planning

Listed skills include Planned Giving, Philanthropy, Charities, Nonprofits, and 39 others.