Elderly couple talking to a man
Estate Planning

cnb bank investment logo

Helping to give you peace of mind.


We will help you through the planning process to determine the best way to handle your estate.  We can serve as executor and/or trustee to assure your intentions are carried out upon your death or incapacity.  Trusts can also be used to minimize estate taxes and to avoid probate delays.  We'll work with tax and legal professionals to develop a plan specific to your needs.

For more information on how we can help with your estate planning needs, contact our team today.
 
 
Check the background of our investment professional, Mike Kasecamp, on FINRA's BrokerCheck.
 

woman smiling at man and woman. Estate Planning handout.






New to Estate Planning?

Click the button to learn more
 
















Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CNB Bank and CNB Investment & Planning Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CNB Investment & Planning Services, and may also be employees of CNB Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CNB Bank or CNB Investment & Planning Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
 
 
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 
  • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment  advice for compensation.