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Tuesday, November 10, 2026

When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets

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Estate Planning Council of Tompkins County

ESTATE PLANNING COUNCIL OF TOMPKINS COUNTY

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Angela O'Neill, CPF, CLTC®

Financial Advisor
CFP®
Partner
New Horizon Financial Strategies, LLC
944 Dryden Road
Ithaca, NY 14850
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Phone: 607-275-1275
Send a Message to Angela O'Neill
Website: http://strebelcpa.com

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UPCOMING EVENTS

November 10, 2026

When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets

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January 12, 2027

2027 Tax Updates

Michelle Flinn, CPA - Sciarabba Walker

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February 9, 2027

Topic TBD

TBD

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March 9, 2027

Getting the most from our NAEPC membership benefits

Thomas Griffith, Chief Philanthropy Officer, Community Foundation of Central New York

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See Full Calendar

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