Your Bank > Education and Advice > CNB University

Podcast: Most Frequently Asked Estate Planning Questions

A Boyd 2014
Amy K. B. Ertel, Esq., CTFA
Vice President, Trust Officer
[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


 

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.