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Podcast: Most Frequently Asked Estate Planning Questions

A Boyd 2014
Amy K. Boyd 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. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.