Women & Wellness
This Month's Topic:
Estate Planning: Modern Families Need Modern Planning
Description:
Estate planning is becoming more important and complex with the modern day family. During this discussion we will dive into topics that will help you navigate the unique estate-planning questions facing blended families, divorced families, cohabitating couples, single parent families and more.
Webinar Date:
March 31, 2021 10:00 am | 30 minutes
Presentor:
Michelle Ochs
Michelle Ochs is an assistant vice president and trust counsel for Tompkins. Michelle joined Tompkins in 2017 and is responsible for developing estate planning strategies for clients. Using her four years of experience in the industry, she works closely with clients’ legal, tax and investment advisors to design, implement and administer appropriate trust and estate plans.
Prior to joining Tompkins, Michelle was a consultant at ACA Compliance Group where she advised leading global investment banking, securities and investment management firms. She graduated from University of Pittsburgh School of Law, and has a bachelor’s in communications from the University of Pittsburgh. She is a member of the Estate Planning Council of Tompkins County, volunteer for Love Living at Home and has extensive volunteer experience for animal shelters. Originally from Pittsburgh, Pennsylvania, Michelle is a current resident of Ithaca, New York.
Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.