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Your Bank > Education and Advice > CNB University

Lieb, James

Title
Date
Apr 03, 2014
Health-Care Reform Changes Affecting Seniors

The Patient Protection and Affordable Care Act, enacted in 2010, contains some provisions that directly affect our nation’s age 65 and older population. If you’re a retiree or a senior, you may be concerned about how these reforms are affecting

Apr 03, 2014
Apr 27, 2012
Looking for Ways to Minimize Taxes for Next Year?

Domicile Your Trust Assets in Florida Whether you are a seasonal or permanent resident of Florida, or not at all, this tax friendly State does not impose income, estate, gift, intangibles, or generation skipping transfer (GST) taxes. Talk with us

Apr 27, 2012
Jan 21, 2010
Lifetime Planning Strategies - Estate Freeze Strategies

With today's low interest rates and slumping stock and real estate markets, it is challenging to find something positive to talk to clients about. But, behind all the negative news, there are some positive estate planning strategies for people who

Jan 21, 2010
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