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Don't Just Set Your Financial Plan and Forget It
Amy Boyd Ertel of Canandaigua National Bank and Trust, Wealth Strategies Group and Marcus Kroll of Harter Secrest and Emery discuss steps you need to take to get your financial house in order, including estate planning, trusts, wills, and even your digital estate.
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By © 2016 Greater Rochester EnterpriseAmy Boyd Ertel of Canandaigua National Bank and Trust, Wealth Strategies Group and Marcus Kroll of Harter Secrest and Emery discuss steps you need to take to get your financial house in order, including estate planning, trusts, wills, and even your digital estate.