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
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Audio Clip
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Estate Plan Basics
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Working with a Professional to Coordinate Your Plan
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Revocable vs. Irrevocable Trusts and Role of a Fiduciary
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Maintaining a Plan for Minor Children
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