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Your Bank > Education and Advice > CNB University

Carleton, Lynn

Title
Date
Sep 24, 2012
Estate Planning for the 21st Century

There’s a new wrinkle in estate planning these days planning for the disposition of virtual (or digital) assets. Most people understand the importance of having a will stating who will inherit their physical assets when the time comes. Expanding your

Sep 24, 2012
May 07, 2012
Evaluating Potential Trustees

The trustee you choose when establishing a trust is likely to serve your beneficiaries for a generation or longer and control a substantial amount of your money. You should be aware of what a trustee’s responsibilities are and be sure

May 07, 2012
Jan 03, 2012
Avoid “Taxing” Moves When You Retire

Relocating after retirement may be one of your dreams, but make sure you’re wide awake when you do your planning. Not all states are created equal when it comes to taxes. Before you make a move, check out state and

Jan 03, 2012
Oct 19, 2011
A Focus on Special Needs Trust Planning

Estate planning can be especially complicated for the parents of a disabled child or for others who wish to provide for a disabled individual. In addition to having the usual estate planning documents in place, the parents or guardians of

Oct 19, 2011
Jul 24, 2011
The 10 Most Costly Estate Planning Mistakes, and How to Avoid Them

We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, July 24th at 8pm. Ask the Experts is CNB’s financial forum for education and advice as local experts answer your questions on financial topics that interest you.

Jul 24, 2011
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