Estate Planning Essentials Webinar with Tompkins Financial Advisors
Join Tompkins Financial Advisors’ trust and estate team to learn more about a variety of estate planning essentials. The webinar will cover topics such as:
- Key Estate Planning Documents
- Beneficiary Designations and Account Ownership
- What is a Trust and Do You Need One?
- What is a Corporate Executor and Trustee
- Life Changing Events and Updating Your Documents
- Tax Updates