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Your Bank > Education and Advice > CNB University

Weidner, Jennifer

Title
Date
Jun 30, 2016
Thinking About Storing Financial Documents In The Cloud?

Are you thinking about storing financial documents in the cloud? Here are some issues to consider.

Jun 30, 2016
Dec 23, 2014
Will changes in estate tax keep you in NY or send you packing?

In the past 15 years, the federal government has actively modified the laws that dictate how much of a taxpayer’s estate will be subject to federal estate tax. The federal exemption from estate tax is now $5,340,000 per person and

Dec 23, 2014
Aug 19, 2014
Selecting a trustee: it’s no easy task

There are several reasons you may need to provide for a trust in your estate plan. You may want to set aside assets for someone who is receiving government benefits, for example, and a supplemental needs trust would keep the

Aug 19, 2014
May 25, 2014
Podcast: Recent Changes in NY Law Impacting Your Estate Plan

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

May 25, 2014
May 14, 2014
Transfer-On-Death Accounts: The Complexity of a “Simple Plan”

When I was in private practice, I made sure my estate planning clients understood that their Wills only governed the disposition of assets they owned in their sole individual name with no beneficiary designation.  Beneficiary designations and property titling are

May 14, 2014
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