Estate Planning

Develop your optimum estate plan

C&N's Trust and Financial Management Group collaborates with you, your attorney and accountant to create an estate plan* that addresses all facets of your wealth. With neighborly advice and expert guidance, we minimize your heirs' tax burden while ensuring a smooth transition of your wealth. We can devise and manage legacy assets so multiple generations can benefit, and if your goals and assets change, we'll react immediately to update your plan.

Why you need an Estate Plan:

• Ensure your assets are distributed according to your wishes
• Minimize potential taxes and legal fees for your beneficiaries
• Protect your children's future by naming guardians and establishing trusts
• Avoid lengthy probate processes and potential family disputes
• Plan for incapacity by designating healthcare proxies and powers of attorney

*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.