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ESTATEPLANNINGCOUNCIL.ORG

Estate Planning Council

The Estate Planning Council of Tompkins County seeks to foster cooperation and understanding among its members and encourage the ultimate goal of rendering the best professional services available to the public.

http://www.estateplanningcouncil.org/

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CONTACTS AT ESTATEPLANNINGCOUNCIL.ORG

Estate Planning Council of Tompkins County

Kim Rothman

P.O.●●●●6606

It●●ca , New York, 14851

US

1.60●●●●4200
kn●@millermayer.com

View this contact

RMF Designs

R Fried

Ch●●go , Illinois, 60603

US

1.31●●●●7163
rm●@rmfdesigns.com

View this contact

RMF Designs

R Fried

Ch●●go , Illinois, 60603

US

1.31●●●●7163
rm●@rmfdesigns.com

View this contact

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The Estate Planning Council of Tompkins County seeks to foster cooperation and understanding among its members and encourage the ultimate goal of rendering the best professional services available to the public.
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Estate Planning Council | estateplanningcouncil.org Reviews

https://estateplanningcouncil.org

The Estate Planning Council of Tompkins County seeks to foster cooperation and understanding among its members and encourage the ultimate goal of rendering the best professional services available to the public.

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estateplanningcouncil.org estateplanningcouncil.org
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Estate Planning Council - Resources

http://www.estateplanningcouncil.org/resources.cfm

American Institute of Certified Public Accountants. National Association of Estate Planners and Councils. National Association of Insurance and Financial Advisors. New York State Bar Association. New York State Insurance Department. Society of Financial Service Professionals. Tompkins County Bar Association. PO Box 6606 Ithaca, NY 14851. Web Site by RMF Designs.

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Estate Planning Council - Membership

http://www.estateplanningcouncil.org/membership.cfm

Membership is open to area professionals who have an interest in participating in a forum for continuing education, fellowship with other advisors and serving the best interest of our clients. If you are interested in joining the local association and are currently practicing in one of the professional occupations listed in our member directory below, then we welcome your application for membership. See the downloadable application form on this page. CLU, Financial Planner. 202 E State St., Suite 406.

3

Estate Planning Council - Meetings

http://www.estateplanningcouncil.org/meetings.cfm

The council meets seven times a year from September through May. Meetings are on the second Thursday of the month unless otherwise noted. The views expressed by each speaker are his/her own, and do not represent the views of the Estate Planning Council, its officers, directors, or members. All speakers assume complete responsibility for the accuracy of any information imparted. An Overview of Charitable Resources in the County with Perhaps a "Checking Versus Savings" Approach to Charitable Giving.

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Estate Planning Council - What is Estate Planning?

http://www.estateplanningcouncil.org/planning.cfm

What is Estate Planning? It is helpful to know the meaning of a few common terms:. An individual or trust company that acts for the benefit of another. Trustees, executors, and personal representatives are all fiduciaries. Also called "settlor" or "trustor," an individual who conveys property by means of a trust; the person whose wishes are expressed in the trust. A person who has made a valid will. As a general rule, the administration of an estate after an individual has died requires the fiduciary to ...

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Estate Planning Council - About the Council

http://www.estateplanningcouncil.org/about.cfm

The contents of these web pages, and the web sites to which they link, are provided for general informational purposes and do not constitute any professional or legal advice on specific cases or situations. Anyone wanting specific information about their situation should contact a professional advisor. Officers and Board Members. Ithaca, NY 14851. PO Box 6606 Ithaca, NY 14851. Web Site by RMF Designs.

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Community Foundation of Tompkins County | Giving › Who is Giving › Donor Stories

http://www.cftompkins.org/giving/who-is-giving/donor-stories

Community Foundation of Tompkins County. Making your contribution to the Community. Making your contribution to the Community. Opportunities to grow your organization. Opportunities to grow your organization. News & Events. Risa Mish, former board member, donor, colleague. Relationship between Community Foundation and Cornell University is evidenced in many ways, including a 2015 TOGO award for our work with Cornell’s Men of Color Council as well as the Johnson Board Fellows. With Community Foundation &#...

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