The Trusted Advisor
The One Big Beautiful Bill Act (OBBBA): What It Means for Your Taxes, Estate, and Planning Strategy
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping...
4 minute read
Trust in Trusts: Four Ways to Help in Planning for Your Family’s Future
With summer upon us, the changing season is the perfect time to tackle long-term priorities – like...
2 minute read
Charitable Estate Planning: Strategic Giving that Creates a Lasting Legacy
Authored by Serena Compitello, Trust Counsel, Tompkins Financial Advisors.
3 minute read
Navigating the 2025 Tax Cut and Jobs Act Expiration
Authored by Tami Amici, Fiduciary Tax Services Manager, Tompkins Financial Advisors, Central New...
2 minute read
Beyond the Business: Financial Planning for Your Next Chapter
Navigating the Transition from Business Owner to Retiree Selling your business marks, not just the...
2 minute read
Securing Your Business Legacy: Protecting Your Company for Retirement, Succession, and Beyond
This article was originally published through the Hudson Valley Economic Development Corp. As a...
3 minute read
Market Commentary: Recent Market Volatility
From the TFA Investment Committee 3/11/25:
1 minute read
TCJA Sunset Considerations
One word expected to be heard throughout 2025 is change, and with change comes opportunity....
4 minute read
National Estate Planning Awareness Month
October is National Estate Planning Awareness Month making this the perfect time to ensure you have...
2 minute read