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 Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Kevin D. Kinney, CTFA, Vice President, Trust Officer.
Broadcasted on March 26, 2022
For questions, feel free to contact Denise Kelly-Dohse at (585) 419-0670 x50619 or Kevin Kinney at (585) 419-0670 x50622.
| Estate Planning Assets - Common Mistakes and How to Avoid Them |
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| Part 1: Planning for Hobbies and Personal Interests |
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Part 2: Assessing Value and Appraising Assets
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Part 3: Special Asset Classes and Steps to Take
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Part 4: Managing Family Members and the Importance of Making and Revisiting Your Plan
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