Date and Time
Thursday Jun 12, 2025
12:30 PM - 1:15 PM EDT
Date: Thursday, June 12, 2025
Time: 12:30 - 1:15 PM
Location
Online/Virtual
Estate Planning Essentials Webinar wi...
Description
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
