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 Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions and Ramona Green, CTFA, Vice President, Trust Officer.
Broadcasted on July 29, 2023
For questions, feel free to contact Jillian Erika Dart at (585) 419-0670 x41935 or Ramona Green at (585) 419-0670 x50616.
| Key Considerations for Creating Your Estate Plan |
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| Part 1: Estate Planning Basics |
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Part 2: Creating a Will and Considering Your Assets
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Part 3: Beneficiaries and Distributing Your Assets According to Your Wishes
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| Part 4: Special Asset Considerations and Next Steps |
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