Skip to main content

Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

Your Bank > Education and Advice > CNB University

Trust and Estate

Title
Date
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
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
Previous 1 2 3 Next