• Estate Planning for the 99%

  • Oct 6 2021
  • Length: 17 mins
  • Podcast

Estate Planning for the 99%

  • Summary

  • An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Estate Planning for the 99%

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.