Value-Based Estate Planning

A complimentary and confidential opportunity provided by St. Charles Foundation.
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Values-based estate planning is a personalized process to develop an estate plan that highlights your values, captures your priorities, outlines your intentions and protects your assets.

As a service to our friends and donors, St. Charles Foundation offers confidential and comprehensive estate planning services at no charge and with no obligation. Utilizing the planning resources available through one of the nation’s leaders in charitable estate planning, Thompson & Associates, our advisor Darren Penny will personally guide you through a thorough and thoughtful process to help structure your estate plans according to your wishes.

If you already have an estate plan, Darren can provide an unbiased second opinion about your options. An estate plan is never “final” until its creator can no longer change it; changes in assets, interests, family situations and tax laws necessitate regular review and update to assure that your plan addresses your priorities.

"Barb and I truly enjoyed completing the values-based estate planning provided through the St. Charles Foundation. We feel more confident in our personal estate plan than we ever have and benefited greatly from Darren Penny’s experience and expertise.”
 

~Dr. Norwyn Newby 
Retired neurosurgeon and St. Charles Foundation Board Member

How it works

Introductory Meeting – An initial private meeting with you and Darren is arranged at a location that is most convenient for you.

If you choose to continue the planning process following your initial meeting, Darren will meet with you approximately three to six times in total to complete the process.

Your Estate Planning Goals and Objectives – After completing a simple questionnaire, Darren will work with you to help clarify your estate planning goals. Goals may include financial needs for you, your spouse/partner and heirs, including special needs situations. Planning also addresses making tax-wise decisions in achieving your personal legacy and charitable goals.

Personal Philosophy Statement – From the information gathered, a Personal Financial Philosophy statement will be provided which confirms and restates your values and objectives.

Estate Asset Review – A Net Worth Statement will be created to aid in the development of a comprehensive estate plan.

Plan Development and Review – Using the Personal Financial Philosophy statement, you will be presented with estate planning options that meet your personal objectives.

If you desire, Darren will meet with your professional advisor(s) to discuss the recommendations. You are welcome to invite your advisor(s) to attend your meetings with Darren.

Plan Implementation – You are free to work with your personal advisor(s) to implement your personalized values-based estate plan.

Financial Advisor

Darren Penny is a senior vice president with Thompson & Associates and an advisor to St. Charles Foundation. He is devoted to helping individuals plan their retirement estate to meet their personal objectives. In addition to a doctorate and a master’s degree, Darren has achieved the distinction of fellow with the Estate Planning Institute, a professional certification entrusted to fewer than 100 professionals. 

For questions or to schedule an appointment, please contact:

John Jepson 
St. Charles Foundation
(541) 706-6953
jcjepson@stcharleshealthcare.org

Thompson & Associates does not draft legal documents, manage money, sell any products or ask you to make a gift.