Your Bank > Education and Advice > CNB University

Trust and Estate

Title
Date
Apr 19, 2022
Podcast: Estate Planning Assets - Common Mistakes and How to Avoid Them
The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Kevin D. Kinney, CTFA, Vice President, Trust Officer.
Apr 19, 2022
Mar 30, 2022
Women and Estate Planning Basics
Women have unique concerns when it comes to estate planning. On average, women live an 5.7 years longer than men.* This means there is a greater chance that you need your assets to last for a longer period of time; there is a greater need to plan for incapacity; and, you need to take responsibility for your own estate plan.
Mar 30, 2022
Dec 17, 2021
Updating your Beneficiary Designations
We constantly remind clients to review their estate plans, making sure that wills and other estate planning documents (powers of attorney, living wills, and health care proxies) are up to date.
Dec 17, 2021
Sep 14, 2021
Podcast: Estate Planning for the 99%

An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.

Sep 14, 2021
Mar 20, 2020
CNB Wealth Management Business Continuity
We would like to provide you with an update on our commitment to maintaining all CNB Wealth Management functions during this period of uncertainty. CNB Wealth Management is committed to providing you with the exceptional service you have come to expect from us, throughout this challenging time.
Mar 20, 2020
Oct 17, 2019
Celebrating 100 Years of Trust Powers
What does this mean to our clients and community? As a Fiduciary, we are required to act on behalf of any person with the “highest standard of care,” trust, honesty, and loyalty. We have a legal obligation to act with our clients’ best interest in mind, and this comes naturally to us each and every day. This standard of excellence permeates our culture at CNC, where each employee is doing what is in the best interest of you, our clients.
Oct 17, 2019
Jun 26, 2019
Leaving a Legacy - Crucial Conversations with your Adult Children
You worked hard to accumulate wealth, and to ensure that your legacy reaches your heirs as you intend, you must make proper arrangements. It is important to speak with your family to ensure that they know your wishes about how you want your legacy to pass. These conversations will help ensure as smooth a transition as possible. There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.
Jun 26, 2019
Jun 19, 2019
Podcast: Most Frequently Asked Estate Planning Questions
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 this show featured Amy K. Boyd Ertel, Esq., CTFA, Vice President, Trust Officer,
Jun 19, 2019
Nov 30, 2018
Podcast: Common Estate Planning Mistakes & How to Avoid Them

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 this show featured Donna L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Jillian

Nov 30, 2018
Oct 05, 2018
The Basics of Special Needs Planning
When you have a child, sibling, spouse or other loved one living with a disability or special need, planning for the future can feel overwhelming. There are many things to consider and often times, people don’t know where to start. Even with the best intentions, making the wrong decision can have a profound effect, such as losing important benefits the individual is entitled to and needs. Financial Planning, while important for everyone to engage in, takes on an even more critical role in the life of families living with an individual with a disability or special need.
Oct 05, 2018
Aug 07, 2018
Podcast: Unique Challenges Facing Women in Estate Planning

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 this show featured Maria Caton, CFP®m ChSNC®, AAMS® Vice President, Wealth Advisor, and Donna

Aug 07, 2018
Dec 18, 2017
Understanding Trust Basics helps build a better Financial Plan

Whether you're seeking to manage your own assets, control how your assets are distributed after your death or planning for incapacity, trusts can help you to accomplish your goals. Their power is in their versatility—many types of trusts exist, each

Dec 18, 2017
Aug 04, 2017
Podcast: Avoiding Costly Estate Planning Mistakes

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 this show featured Donna Cator, CFP®, CDFA® and Rita Nischal, Esq., Vice Presidents from the

Aug 04, 2017
Sep 27, 2016
Starting a Family
The decision to start a family is one of the most exciting, and daunting, decisions you can face. As you are swept up in the joy of planning for life with your new child, there are also many financial planning decisions to think about - including budgeting, estate planning, and insurance.
Sep 27, 2016
Aug 03, 2016
Podcast: 10 Most Common Estate Planning Mistakes

Your estate doesn't have to be very large before you need to start making some big decisions-decisions that will affect your family's well-being for many years to come. Tune into this edition of Ask the Experts to hear CNB's Laurie Haelen and Kate Noble discuss the 10 most common estate planning mistakes.

Aug 03, 2016
Previous 1 2 3 4 Next