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Podcast: Avoiding Costly Estate Planning Mistakes

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
[email protected]
(585) 394-4260 x50623
R Nischal 2015
Rita Nischal, Esq.
Senior Vice President, Corporate Counsel
[email protected]
(585) 419-0670 x50631

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Donna Cator, CFP®, CDFA® and Rita Nischal, Esq., Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank & Trust.

Broadcasted on July 25, 2017

For questions, feel free to contact Donna Cator, CFP®, CDFA® at (585) 419-0670 x50623 or Rita Nischal, Esq. at (585) 419-0670 x50631.  

Avoiding Costly Estate Planning Mistakes Audio Clip

Creating a Plan and Thinking Ahead
 

 


Having a Team on Your Side


 


Anticipating Life Changes


 


Protecting Digital Assets and Lifetime Giving


 

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.