Join Tompkins Financial Advisors for an online event!
Estate Planning Essentials
Thursday, June 12, 2025
12:30PM - 1:15PM
Register now
What will you learn?
Join us for a discussion on a variety of estate planning 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
Learn from our Experts
Join our Trust and Estates Team as they discuss Estate Planning Essentials
Jennifer L. Alfieri
SVP, Chief Fiduciary Officer
Tami Amici
VP, Fiduciary Services Tax Manager
John P. Genn
VP, Sr. Trust Officer
John A. Poli
VP, Sr. Trust Officer
Heather Berry
VP, Trust Officer
Serena Compitello
AVP, Trust Counsel
Aaron C. Rowe
AVP, Trust Counsel
Michael Ziminsky
Trust Officer
Trust and Estate Services provided through Tompkins Community Bank, Member FDIC. 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. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.