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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
[email protected]
(585) 394-4260 x50623
J Dart
Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Manager of Trust and Estate Solutions
[email protected]
(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


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