Our Mission

To collaborate with our clients and their families to preserve and enhance their wealth through innovative estate planning strategies that are consistent with their goals, both tax and non-tax.
To provide unbiased, integrated estate planning solutions, tailored to the unique needs of each client, developed in concert with other strategic advisors in multi-disciplinary teams.
To maintain our dedication to professional excellence through continuous learning, contributions to professional publications, and service as educators for estate and financial planning practitioners.

Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis)

This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision.

Click here for more information and to purchase.

Download the free Supplement Number 1 to the Guide here.

Download the free Supplement Number 2 to the Guide here.

24591 Silver Cloud Court, Suite 250 • Monterey, California 93940
Tel 831.373.1800 • Fax 831.372.0899

Our Mission To collaborate with our clients and their families to preserve and enhance their wealth through innovative estate planning strategies that are consistent with their goals, both tax and non-tax. To provide unbiased, integrated estate planning solutions, tailored to the unique needs of each client, developed in concert with other strategic advisors in multi-disciplinary teams. To maintain our dedication to professional excellence through continuous learning, contributions to professional publications, and service as educators for estate and financial planning practitioners.	Home Our Mission Estate Planning Services Beneficiary Services for Retirement Accounts Estate and Trust Dispute Resolution Family Business Transition Services About • DeeAnn Thompson • Mike Jones Speaking Engagements Publications Podcasts	Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis) This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision. Click here for more information and to purchase. Download the free Supplement Number 1 to the Guide here. Download the free Supplement Number 2 to the Guide here.
24591 Silver Cloud Court, Suite 250 • Monterey, California 93940 Tel 831.373.1800 • Fax 831.372.0899	© 2006 - 2008 Thompson Jones LLP All rights reserved.