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Your Bank > Education and Advice > CNB University

Podcast: Recent Changes in NY Law Impacting Your Estate Plan

K Noble 2014
Kate D. Noble, CTFA is Vice President - Trust Administration Officer and can be reached at CNoble@CNBank.com or 585-419-0670 x50691.
J Weidner
Jennifer N. Weidner, Esq. is Vice President - Trust Administration Officer and can be reached at jweidner@cnbank.com or (585) 419-0670 x50608.

We hope you enjoyed listening to "Ask the Experts" on News Radio WHAM 1180, broadcasted on Sunday, May 25th at 8:00pm.

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 the last call included Kate D. Noble, CTFA, Vice President and Trust Administration Officer, and Jennifer N. Weidner, Esq., Vice President and Trust Administration Officer, of CNB's Wealth Strategies Group.


Highlights From the Show
Audio Clip

How changes in federal exemption levels create opportunity for estate planning.

 
 

Understanding federal portability rules for your estate assets.

 

NY State exemptions have changed, and does not allow portability.

 

Reasons why you need an estate plan, no matter how much money you have.

 

Why keeping your beneficiary designations are critical to your estate plan.

 

How to take an objective approach to your estate plan.

 
You can also listen to the broadcast in its entirety here:  
 

For questions, feel free to contact Kate Noble or Jennifer Weidner.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.