retired couple getting estate planning help from a professional

Complimentary Estate Planning

Your estate plan should reflect your values, family, and goals for the future. Through our partnership with Thompson & Associates, we are happy to offer Periscope Path, a complimentary, personalized estate planning experience.

This service is a thank-you for your continued support and an opportunity to help you plan for the future with confidence.

a plan reflecting what matters most

periscope path as part of thompson and associates

The College Foundation partners with Thompson & Associates to offer Periscope Path. This service helps you review existing plans and explore ways to reduce unnecessary taxes. Make thoughtful decisions about how your assets can benefit what you care about most. Periscope Path is offered at no cost for our supporters and friends.

How Estate Planning Can Help

woman estate planning with her attorney
Personalized estate planning can help you:
  • Direct your assets to the people and causes you care about.
  • Explore opportunities to reduce estate and transfer taxes.
  • Include charitable gifts in your estate plans.
  • Ensure your plans reflect your family's values and priorities.

A Complimentary Service with No Obligation

The estate planning service is provided to you at no cost, and there is no obligation to make a gift to the San Jacinto College Foundation.

Who will work with me?

Thompson & Associates works alongside you and your professional advisors throughout the planning process.

What happens if I find a plan that works for me?

Once you decide on a plan that meets your needs, your professional advisors, such as an attorney, financial planner, or accountant, will help prepare your legal documents, provide investment advice, and manage your assets.

What happens with my information?

Your information remains strictly confidential. Thompson & Associates representatives do not sell financial products or draft legal documents.

 

Meet Your Representative

amy bacon, associate at thompson and associates

Amy Bacon, Fellow in Charitable Estate Planning (FCEP), from Thompson & Associates, is here to help you through your estate planning process. Amy has been in fundraising since 2010 and in charitable gift planning since 2017. She earned her Bachelor of Arts from Texas A&M University and a Master of Arts from the University of Houston. Learn more about Amy.

Amy Bacon, FCEP
Associate at Thompson & Associates
Email Amy at amy@ceplan.com to schedule a meeting

 

Please Note: Periscope Path is an educational estate planning service and does not provide legal, tax, investment or financial advice. Thompson & Associates representatives do not sell financial products or prepare legal documents. Participants are encouraged to work with their own professional advisors to finalize estate plans and manage their assets. Participation is complimentary, confidential and does not require a gift or financial commitment to the San Jacinto College Foundation.