Estate planning is essential to living one’s best life and creating a legacy for the future.

That is why Jamestown Regional Medical Center (JRMC) is offering a JRMC U: Health & Wealth estate education planning class on Tuesday, June 13.

The event features JRMC Foundation Director Lisa Jackson, Medical Social Worker Jamie Heinley and Doug Olson, CFRE, FCEP Senior Vice President for Thompson & Associates. Heinley will talk about the importance of advanced directives, such as living wills, which provide doctors and caregivers with legal instructions about your preferences for medical care if you become incapacitated or are terminally ill, seriously injured, in a coma, suffering from dementia or are close to death.

“You may assume your loved ones know what you would want, but that’s not always true,” Heinley said. “When we guess, it can be incorrect.”

Advance directives are not just for older people; they are crucial for everyone because unexpected end-of-life situations can occur at any age. Heinley will bring forms to help guide attendees and have answers for frequently asked questions.
Olson will help attendees understand how to create and accomplish transition plans and directives based on personal values and financial goals.

This class is just the beginning of helping individuals take control of their estate by learning options for wealth and values transfer, Jackson said. When people work with Thompson & Associates, the result is a deliverable and comprehensive plan for clients and bring to their attorney and accountant to implement and discuss with family.

“People who plan gain a better understanding of their options. Values-based estate planning allows people to maximize their gifts to others including their heirs, church or favorite charities. By doing so, it can also greatly reduce the tax implications to their estate and heirs,” Jackson said.

Since joining Thompson & Associates, Olson has assisted in planning hundreds of estates. He helps people discover, analyze assets and put in motion their ultimate legacy goals.

“We provide individuals peace of mind through a confidential, complimentary and pressure-free estate planning process that connects their passion and potential,” Olson said.

“Thompson & Associates is such a powerful resource. They work with 85 nonprofits nationwide and bring 1,093 years of combined valuable experience to our community,” Jackson said. “We’ve had 28 supports, staff and volunteers go through this process over the past few years. They’ve all been very grateful and unlocked opportunities they didn’t know were possible.”

Jackson said people should attend if they’re interested in ways to live their best life and leave a legacy for the future.

The JRMC U: Health & Wealth is set for 11 a.m., Tuesday, June 13th at Two Rivers Activity Center. All are welcome. The class is free to attend and includes a light lunch.

In addition to the Health & Wealth JRMC U, the next JRMC U is Bone, Joints & Arthritis, featuring Orthopedic Physician Assistant Patrick Walter. The class is set for Thursday, June 15.

JRMC U Classes

Designed to help the community make the best choices for their health and wellness, JRMC offers JRMC U classes at least once per month.

Upcoming JRMC U classes include:

Each class is free, open to the public and held at Two Rivers Activity Center.