Donald A. Thompson is president of The Estate Planning Team, Inc. A 20-year veteran of the estate planning field, he’s also a popular speaker on subjects related to lifestyle management, especially estate planning, tax planning, business succession, and retirement planning.

Don’s in-depth knowledge of lifestyle management, estate, retirement and income tax planning issues and his engaging conversational style have garnered him speaking invitations at a variety of Fortune 500 companies, including General Motors Corporation, Ford Motor Corporation, and General Electric. By establishing rapport with his audience quickly and keeping his presentations enjoyable, Don can explain complicated subjects in readily understandable terms.

Don founded The Estate Planning Team, Inc. in 1989 to reflect his "People First" philosophy. The Estate Planning Team, Inc. works with individuals, families, and businesses to untangle the complex issues—particularly taxes—that can shrink the final value of an estate. Careful planning can minimize tax liabilities during both a client’s lifetime and at death. The planning process can also help clients learn how to enjoy the assets they have once they're free of unnecessary tax burdens. The Estate Planning Team Inc.'s team of specialists lends expertise in all areas of estate, retirement, and tax planning.

In addition to his busy schedule as a public speaker, Don is a member of The Estate Planning Council of Cleveland. He’s also the host of "Financial Food for Thought," a radio talk show broadcast every Saturday from 8:00-9:00am on WHK 1420 AM.  

_________________________________________________________________________________________________

Mark Donnelly joined The Estate Planning Team, Inc. in 1997. He’s responsible for developing and maintaining the accuracy and integrity of all client financial estate planning reports. He enjoys working with clients and plays an integral part in structuring financial plans to meet each client’s specific needs and goals.

Before beginning his financial planning career with The Estate Planning Team, Mark had 15 years of experience in the corporate world, working for large multinational corporations in tax accounting and financial analysis. Mark does educational work within corporations in tax and estate planning, teaching employees how to plan for and implement strategies that protect their assets for their surviving spouses and families. Mark also teaches continuing education courses to local Certified Public Accountants.

Mark grew up in Cleveland and received his Bachelor’s degree in Accounting from St. Bonaventure University (St. Bonaventure, New York). He completed his graduate work with an MBA from Cleveland State University (Cleveland, Ohio). Mark, his wife, and their four children make their home in Rocky River.

Financial Food for Thought sponsored by The Estate Planning Team, Inc. Cleveland Premier Planning Organization since 1989 with six locations in the Greater Cleveland area  Phone: (440) 239-2090 / toll free (877) 239-2090 / help@tept.com