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Your Bank > Education and Advice > CNB University

Trust and Estate

Title
Date
Apr 13, 2016
Helping Aging Parents the Right Way

As your parents age, they may turn to you for assistance. Whether they begin the conversation or you do, how can you help guide them in the right direction while respecting their autonomy?

Apr 13, 2016
Feb 05, 2016
Welcoming Rita Nischal to the Wealth Strategies Group

Joining our team in 2015, Rita is responsible for the planning and administration of client fiduciary accounts, including those with our affiliate, Canandaigua National Trust Company of Florida. Rita brings extensive legal knowledge in the area of trust and estate planning & administration along with tax planning & preparation; and various related court proceedings.

Feb 05, 2016
Dec 07, 2015
Periodic Review of Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated. An estate plan should be reviewed periodically.
Dec 07, 2015
Oct 28, 2015
Six Life Insurance Beneficiary Mistakes to Avoid
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively simple task. However, there are a number of situations that can easily lead to unintended and adverse consequences. Here are six life insurance beneficiary traps you may want to avoid.
Oct 28, 2015
Oct 15, 2015
The Importance of a Beneficiary Audit

As we approach the end of the year, many of our financial reviews with clients focus on portfolio performance and potential tax loss harvesting. Of equal importance to review is a beneficiary audit. A beneficiary audit is a “check up”

Oct 15, 2015
Jul 22, 2015
Special Needs Trusts

 A special needs trust (SNT), sometimes referred to as a supplemental needs trust, is a trust that is established to benefit a disabled person or a person who has special needs, while still allowing that person to qualify for and

Jul 22, 2015
Mar 31, 2015
The Benefits of Planning for Incapacity

Most people comprehend the necessity of having a Will for the orderly transfer of their assets when they die. Fewer people realize the importance of planning for incapacity. Perhaps this is because while mortality is 100% certain, disability is less

Mar 31, 2015
Feb 18, 2015
CNB Welcomes Amy K. Boyd, Esq. to our Wealth Strategies Group!

Joining our team in Fall 2014, Amy is responsible for the administration of trusts and estates as well as custody and investment management accounts. Amy’s expertise spans a variety of trust structures including estate administration fiduciary income and estate tax

Feb 18, 2015
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
Apr 03, 2014
Welcoming CNB Wealth Strategies Group's Newest Member: Jennifer N. Weidner, Esq.

Jennifer brings over 20 years of trust & estate planning and administration experience. She joined CNB’s Wealth Strategies Group in 2014 as Vice President and Trust Administration Officer. In this role, Jennifer will be supporting the business initiatives of the

Apr 03, 2014
Feb 26, 2014
Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 4.8 years longer than men. That's important because it means that there's a greater chance that you'll need your assets to

Feb 26, 2014
Sep 24, 2013
Everything Changes When You Remarry

Different living arrangements. New family members. When a person remarries, there are typically a lot of adjustments to make. Although financial and estate planning issues may not surface immediately, the sooner a new couple tackles money matters, the better. These

Sep 24, 2013
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