Estate Planning Essentials Webinar with Tompkins Financial Advisors

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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

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