Estate Planning

Estate Planning is a process that uses tax strategies along with wills and trusts in an effort to minimize tax liabilities at death and achieve the client’s desired distribution of wealth and property in an efficient manner.  Life insurance is an integral part of the process.  The life insurance proceeds will provide the funding to the estate and/or enhance the intergenerational transfer of wealth.

With over twenty years of solid experience, the professionals at Tompkins Insurance Services always take into account particular client dynamics so as to maintain family harmony while efficiently planning the estate.
 

Estate Planning Strategies and Funding Solutions

Authored by Paul Tompkins, "Estate Planning Strategies and Funding Solutions" is a comprehensive guide outlining the key elements of estate planning and the role life insurance plays in the process, the different types of life insurance and finally, what is involved in obtaining a policy.

Copies of this guide are available to clients, prospective clients and their advisors.