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Podcast: Estate Planning Assets - Common Mistakes and How to Avoid Them

D Kelly-Dohse 2014
Denise Kelly-Dohse, CFP®
Vice President, Senior Wealth Advisor - Team Leader
[email protected]
(585) 419-0670 x50619
K Kinney 2014
Kevin D. Kinney, CTFA
Vice President, Trust Officer
[email protected]
(585) 419-0670 x50622

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 Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Kevin D. Kinney, CTFA, Vice President, Trust Officer.

Broadcasted on March 26, 2022

For questions, feel free to contact Denise Kelly-Dohse at (585) 419-0670 x50619 or Kevin Kinney at (585) 419-0670 x50622.

Estate Planning Assets - Common Mistakes and How to Avoid Them Audio Clip
Part 1: Planning for Hobbies and Personal Interests

Part 2: Assessing Value and Appraising Assets


Part 3: Special Asset Classes and Steps to Take


Part 4: Managing Family Members and the Importance of Making and Revisiting Your Plan


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