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Podcast: Most Frequently Asked Estate Planning Questions

A Boyd 2014
Amy K. B. Ertel, Esq., CTFA
Senior Vice President, Senior Trust Officer - Team Leader
[email protected]
(585) 419-0670 x41960
L Rossetti
Lou Rossetti, MBA, CTFA
Vice President, Trust Officer
[email protected]
(585) 419-0670 x50683

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 Amy K. Boyd Ertel, Esq., CTFA, Vice President, Trust Officer, and Lou Rossetti, Vice President, Trust Officer.

Broadcasted on May 25, 2019

For questions, feel free to contact Amy Boyd Ertel at (585) 419-0670 x41960 or Lou Rossetti at (585) 419-0670 x50683.  

Most Frequently Asked Estate Planning Questions Audio Clip

Estate Plan Basics


Working with a Professional to Coordinate Your Plan


Revocable vs. Irrevocable Trusts and Role of a Fiduciary


Maintaining a Plan for Minor Children


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