A Gift for You: Complementary Estate-Planning

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The new year is a great time to review your to-do list and tend to the things you need to, simplifying your life. 

For some, a will is one of those projects that can seem daunting to do on your own. That’s why the Weld Community Foundation has hired an estate planning consultant to help ease that burden. 

Frank Stepp of Thompson & Associates is here to help our donors with their wills and trusts. This is a free and confidential service we offer people who are starting from scratch, or who want to review their current plans.

We will happily set up one-hour meetings with donors to meet with Frank in person or via Zoom / phone. Check out this video to see how Frank can help you make planning your will or estate easier, and answer some of the most frequently asked questions: VIDEO about Values-Based Estate Planning.

Our meetings are scheduled on specific dates each month. Frank still has openings available in 2023. 

Let Tim Coons know if you have any questions about this free and confidential service. Email or call to schedule your appointment: tim@weldcommunityfoundation.org / 970-304-9970