When still a young child, Donald A. Thompson recognized the vital importance of estate planning when his father passed away without a plan in place. His family was devastated and it took them many years to recover. Learning from this tragic personal experience, Don dedicated his life to creating positive results by helping others avoid similar situations. He founded The Estate Planning Team, Inc. in 1989, and today the company has convenient locations in Akron, Beachwood, Hudson, Independence, Middleburg Heights, and Westlake, Ohio. We met with Don recently, and listened as he offered this overview of The Estate Planning Team's services and offerings;

The Estate Planning Team, Inc. is Cleveland's premier planning organization offering estate, retirement, tax, business succession, IRA tax reduction, and small business income tax planning services. Our goal is to serve as a vital source of information and guidance that enhances our clients' quality of life, while structuring the desired outcome for their beneficiaries.

We provide a very comprehensive service and take pride in addressing all aspects of planning for our clients' futures. In our industry, it is not uncommon for people to have several individual advisors. These advisors, unfortunately, rarely communicate with each other and often lead their clients in many different directions at the same time. We at The Estate Planning Team, Inc. function much like the quarterback of the planning team and coordinate the efforts of others on the advisory team to ensure each client has a comprehensive plan designed to enable them to achieve the results they seek.

Specialization is the bane of our industry with many planners working solely in specific areas while being commission driven. The Estate Planning Team is not commission driven, which allows us to examine a wide spectrum of financial solutions before making a recommendation. Many people do not fully understand the importance of the actions they take today on their future financial health. During our initial consultation, we outline their present situation and show them how their current decisions will impact their retirement years. After helping our clients select a plan designed to meet their individual needs, we meet with them yearly to analyze their progress and make incremental adjustments to assure their goals are met. The Estate Planning Team offer an initial free consultation to determine the value of planning in the client's specific situation.

Our radio program, Financial Food for Thought, can be heard Saturday mornings at 8:00 am on WHK1420. The program is co-hosted by myself, Mark Donnelly, and Kaeri Widdell. The three of us represent fifty years experience in the industry, and have developed a great many loyal listeners. It is a great source of information about tax, retirement, and estate planning. Unlike programs that are designed to sell a specific product, Financial Food for Thought addresses only planning strategies and is a wonderful source of information for everyone wanting to learn more about planning for a financially successful future.

The Estate Planning Team, Inc. helps clients make the best financial and tax planning choices for themselves and their families. Call The Estate Planning Team, Inc. today, and don't forget to tell them The Advocate sent you!

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