PMCC Radio Talk Show - Heidi Thompson
Podcasts available at Spreaker Link, http://www.spreaker.com/user/btbn. Tune in to listen to fellow Chamber Member Heidi Thompson, with Lifeguarding Legacies, PLLC
I only offer two primary products: wills and trusts. Every will or trust package comes with the medical documents and power of attorney. Some estate plans may also need LLCs or prenuptial agreements.
I do a few things differently.
- I love to team with the client’s financial advisor. Together we can ensure that the financial pieces fit best with the values and distribution plan.
- I welcome family meetings, especially with teens and grown children. I discourage hiding the will or trust until the family is grieving, which makes for great tv, but contentious families. Instead, I encourage disclosure while there is time and opportunity to repair broken relationships and mend broken paths. Furthermore, it helps the young adults to understand the importance of investing and planning for the future.
- I don’t bill by the hour. I quote fixed fees up front, then take the time to ensure that a client is not just satisfied, but truly delighted with the process of imagining how they can leave their fingerprints on the world to outlast them. This is part law and part art, and is surprisingly creative and unique.
- My core values are summed up in TRUST. Time Honoring, Relational Counseling, Unity Seeking, Servant Leading, and Transparent Dealing.
- My tagline: Striving to earn your TRUST.
I have known my husband Eric since I was 11. Our mothers were best friends and used to do aerobics together when we were in middle school. We’ve been married for 26 years and have lived all over the country as G.E. Gypsies, making us Washing-Flora-Virgi-Texi-Cali-Zonians. We have two grown children. Our son, Chesney, is graduating with a bachelors in Dance from Grand Canyon University in April and plans to entertain on cruise ships before making his debut on Broadway. Our daughter, Sharayah, is a Navy wife and mom, making me a proud Mimsy to my toddler grandson Christopher and baby granddaughter Cheyanne. It is really my grandson that inspired the name for my business, Lifeguarding Legacies. I imagine that there are many grandparents who wish to do better for their grandchildren than their children will be able to do.
This is a career change for me after 14 years in public education. I may have been the only grandmother taking the bar exam last February, 11 years after taking the Florida Bar exam (but never moving back to Florida). In reality, it is only a minor career change. Different subject matter, different set of students, but still very much teaching and counseling. Now I focus on helping people identify how their values affect the way they want to distribute what they have worked for to those they love.
To many, talking about Wills and Trusts is like talking about politics or religion. It is a topic they just avoid and a task they procrastinate. One never to be brought up over Thanksgiving dinner. But for those who have risen to the challenge and checked this off the to do list comes a tremendous peace of mind. Not to mention the additional documents that help safeguard finances, health, medical records, and ensure that wishes for medical care are honored. I find joy and satisfaction in helping clients as a counselor-at-heart as well as a counselor-at-law.