The experts of this show featured Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions and Ramona Green, CTFA, Vice President, Trust Officer.

Women have unique concerns when it comes to estate planning. On average, women live an 5.7 years longer than men.* This means there is a greater chance that you need your assets to last for a longer period of time; there is a greater need to plan for incapacity; and, you need to take responsibility for your own estate plan.

You worked hard to accumulate wealth, and to ensure that your legacy reaches your heirs as you intend, you must make proper arrangements. It is important to speak with your family to ensure that they know your wishes about how you want your legacy to pass. These conversations will help ensure as smooth a transition as possible. There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.

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 Donna L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Jillian