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. 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.