Denise Kelly-Dohse, CFP
®Vice President, Wealth Advisor, Canandaigua National Bank & Trust
[email protected]
Kevin D. Kinney, CTFA
Vice President, Trust Officer, Canandaigua National Bank & Trust
[email protected]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, Canandaigua National Bank & Trust, and Kevin D. Kinney, CTFA, Vice President, Trust Officer, Canandaigua National Bank & Trust.
Broadcasted on March 26, 2022
For questions, feel free to contact Denise Kelly-Dohse or Kevin Kinney.
| 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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Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Trust Company of Florida nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.