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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. 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 its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.