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 Erika Dart, Esq., CTFA, AEP, Senior Vice President, Senior Trust Officer - Team Leader.
Broadcasted on November 24, 2018
For questions, feel free to contact Donna Cator at (585) 394-4260 x50623 or Jillian Dart at (585) 419-0670 x41935.
| Common Estate Planning Mistakes & How to Avoid Them
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Importance of creating a will
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Designations and beneficiaries
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Fulfilling your wishes
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Protecting your assets
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