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Your Bank > Education and Advice > CNB University

Trust and Estate

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Date
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
Sep 24, 2013
Safeguarding Your Digital Assets

An increasing issue for estate planners and individuals acting as power of attorney or executor is the identification, management and disposition of “digital assets”. In this day and age, most people use their computers for any number of tasks, including

Sep 24, 2013
Aug 30, 2013
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. Doing so is necessary but not nearly sufficient. What

Aug 30, 2013
Jul 10, 2013
Federal Estate Tax Exemption — “Permanent” and Portable

When estate taxes hit, they can hit hard. So taxpayers can take a lot of comfort in the fact that the American Taxpayer Relief Act (ATRA) dated January 3, 2013 has set the federal estate tax exemption at $5.25 million

Jul 10, 2013
Dec 05, 2012
Time may be running out to take advantage of lifetime gift tax exemption.

In 2012, gifts up to $5.12 million are exempt from gift tax. The current law is expected to expire on December 31 and to return to a $1 million exemption. At the same time, the top gift tax rate is

Dec 05, 2012
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
Sep 17, 2012
Is a Revocable Living Trust Right for You?

You’ve probably seen the advertisements touting the creation of a revocable living trust as a good way to avoid probate. And for some people it is. However, it may not be appropriate for everyone or for every situation. Probate is

Sep 17, 2012
Aug 07, 2012
Assess the Risks to Your Assets
You can lose your wealth in much less time than it took you to accumulate it. Economic hardships, financial market instability, legal claims against you, or unfavorable tax law changes could adversely affect your wealth. Poor investment decisions could have the same result. If you have substantial financial assets, you should regularly perform a risk assessment review to identify areas that may present a threat to your assets.
Aug 07, 2012
Jul 30, 2012
Beneficiary Designations: Do the Right Thing
You generally need a Will to ensure that certain assets in your estate will be distributed according to your wishes. Without a Will, a court may make that decision, and there’s a good chance the outcome may not be what you intended.
Jul 30, 2012
Jul 29, 2012
How to avoid the ten most-costly estate planning mistakes

"Ask the Experts" on 1180 WHAM, Sunday, July 29, 2012, where the Experts discussed how to avoid the ten most-costly estate planning mistakes.

Jul 29, 2012
May 23, 2012
Financial Tips for the Newly Single

If your marriage has ended and you are single again, make sure all your financial arrangements reflect your new status. Here are a few tips to help get your new financial life off to a good start. Tip #1 Change

May 23, 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
May 07, 2012
CRT - Does It Stand for “Can Reduce Taxes”?

Maybe it should stand for “can reduce taxes,” but CRT is short for charitable remainder trust. By using a CRT to donate appreciated assets to a charity, you get to take an income tax deduction and receive a lifetime income

May 07, 2012
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