Nanuet NY
Event

Estate Planning Essentials Webinar with Tompkins Financial Advisors

This post expresses the views and opinions of the author(s) and not necessarily that of Hudson Valley News & Events management or staff.

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

Register here: https://webinar.tompkinsfinancialadvisors.com/estate-planning-essentials

Ithaca, NY
United States

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