Complimentary Estate Planning
Helping Families Align Their Values and Plans Through an Elevated Estate Plan Review
Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each person’s situation. There are many components to a personal estate plan.
CentraCare Foundation offers Periscope Path through a partnership with Thompson & Associates, a national firm specializing in values-based estate planning. Periscope Path is an elevated review of your estate plan led by Paul Grassmann, JD, LL.M, FCEP, an experienced estate planning professional. It’s an opportunity to look above everything you’ve planned to uncover new possibilities. It helps you align your values with your plans, reduce unnecessary taxes, and direct more of what you’ve built to loved ones and meaningful causes.
Paul helps families reflect on what matters most and align their estate plans with their values. This confidential, proven approach ensures loved ones and meaningful causes are cared for with clarity, confidence and purpose.
Renewed Sense of Purpose
“CentraCare Foundation’s Estate Planning Program is a powerful resource for anyone looking to secure their family’s future. Working with Paul Grassmann was truly exceptional. His guidance brought clarity, confidence, and a renewed sense of purpose to our estate-planning journey. His expertise makes the process not only understandable, but genuinely empowering.”
~ Alan & Sherri Reischl
Thompson & Associates
Paul Grassmann, J.D., LL.M., FCEP
Thompson & Associates works with nonprofit organizations, such as CentraCare, to help individuals understand their options, review their current plans and establish guiding principles for their estate plan.
Paul Grassmann, J.D., LL.M., FCEP, from Thompson & Associates, is available to meet with you one-on-one. Paul received his LL.M. (Master of Laws) degree in Estate Planning from The John Marshall Law School. He earned his Juris Doctor degree from Nashville School of Law, where he was inducted into the Cooper’s Inn Honor Society for ranking fourth in his class. For his undergraduate studies, Paul graduated magna cum laude from Middle Tennessee State University with a Bachelor of Science degree in psychology with minors in political science and entrepreneurship. Additionally, Paul is a fellow in charitable estate planning (FCEP), is a member of the National Association of Charitable Gift Planners and is a past president and board member of the Planned Giving Council of Middle Tennessee.
Benefits of an Appointment with Paul
- Expertise from an unbiased third party
- No charge to you
- Complete confidentiality
- Personalized to you
- On your schedule
- Will provide you with a suggested course of action to share with your local personal advisor
