Amy K. Boyd Ertel, Esq., CTFA
Vice President, Trust Officer
[email protected]941.366.7222 x41960
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.
Broadcasted on October 5, 2021
For questions, feel free to contact Amy Boyd Ertel at 941.366.7222 x41960.
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