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Podcast: Common Estate Planning Mistakes & How to Avoid Them

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
DCator@CNBank.com
(585) 394-4260 x50623
J Dart
Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Senior Trust Officer - Team Leader
JDart@CNBank.com
(585) 419-0670 x41935

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 L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Senior Trust Officer - Team Leader.

Broadcasted on November 24, 2018

For questions, feel free to contact Donna Cator at (585) 394-4260 x50623 or Jillian Dart at (585) 419-0670 x41935.  

Common Estate Planning Mistakes & How to Avoid Them

 

Audio Clip

 

Importance of creating a will
 

 


Designations and beneficiaries


 


Fulfilling your wishes


 


Protecting your assets


 

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.