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Your Bank > Education and Advice > CNB University

Podcast: Avoiding Costly Estate Planning Mistakes

D Cator 2014
Donna L. Cator, CFP®, CDFA® is Vice President - Investment and Financial Planning Officer and can be reached at DCator@CNBank.com or (585) 419-0670 x50623.
R Nischal 2015
Rita Nischal, Esq. is Vice President - Trust Administration Officer and can be reached at RNischal@CNBank.com or (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 and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.