Skip to main content

Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

ADA Compliance

Security Center | Customer Support | Contact Us

Locations Search
Your Bank > Education and Advice > CNB University

Podcast: Most Frequently Asked Estate Planning Questions

A Boyd 2014
Amy K. Boyd Ertel, Esq., CTFA
Vice President, Trust Officer
AErtel@CNBank.com
(585) 419-0670 x41960
L Rossetti
Lou Rossetti
Vice President, Trust Officer
LRossetti@CNBank.com
(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.