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Dart, Jillian

Jun 26, 2019
Leaving a Legacy - Crucial Conversations with your Adult Children
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.
Jun 26, 2019
Nov 30, 2018
Podcast: Common Estate Planning Mistakes & How to Avoid Them

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

Nov 30, 2018
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