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Boyd Ertel, Amy

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Sep 14, 2021
Podcast: Estate Planning for the 99%

An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.

Sep 14, 2021
Jun 19, 2019
Podcast: Most Frequently Asked Estate Planning Questions
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,
Jun 19, 2019
Apr 13, 2016
Helping Aging Parents the Right Way

As your parents age, they may turn to you for assistance. Whether they begin the conversation or you do, how can you help guide them in the right direction while respecting their autonomy?

Apr 13, 2016
Sep 21, 2015
Planned Charitable Giving

Charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they are able to make significant charitable gifts. If you're like many Americans, you may have also considered donating to charity. While writing a

Sep 21, 2015
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