Estate Planning Council of Tompkins County was formed in the 1980’s. The organization was formed with an eye for serving the needs of local estate planners. The organization is based in Ithaca, New York. The organization gives memberships to eminent local professionals who are committed to their cause.
Office Bearers of Estate Planning Council of Tompkins County
Beth Ann Prudence is the present President of Estate Planning Council of Tompkins County. Chris Gibbons is the Vice President. The Treasurer is Kimberly N. Rothman . Mark Morse is the Secretary of the organization. The board members are Rita French, Michael A. Yehl, Susan McCormick and Richard T. Prybyl.
More on Estate Planning Council of Tompkins County
Estate Planning Council of Tompkins County is an organization formed for fostering a smooth service environment for the general public in the estate planning sector. Every year the organization holds seven meetings . The meetings are educational in nature and address the prevailing issues in the local estate planning sector.
Eminent professionals from the local community comprises the membership base of Estate Planning Council of Tompkins County. They are from diverse fields and include the following entities:
life insurance professionals
professionals from the financial sector and more.
Some Information on Estate Planning
Estate Planning is essentially a policy formulation undertaken by individuals during their lifetime. The idea is to formalize and implement certain strategies for ones estate or legacy so as to optimize the returns from them. Estates are properties, which are used by individuals during their lifetime and also bequeathed to the coming generations upon their death. Estates also attract taxes. Effective estate planning essentially guides one to maximize the gains from it while minimizing the costs incurred. It involves inter-temporal decision making and hence needs professional guidance from estate planning service providers.
Estate Plannning Councilof Tompkins County
P.O. Box 6606
Ithaca, NY 14851
Last Updated on : 30th July 2013