Estate Planning

Conveying Wealth and Values to the Next Generation

One of the most important ways you can bless your family is through a well-designed estate plan. Chalk Cullum & Associates has extensive experience in strategically designing estate plans, including wills, that meets your personal goals while also avoiding unnecessary taxation. Through a comprehensive approach that is unique to every client, CCA addresses a variety of design components, including:

  • Estate Tax Strategies
  • Efficient Transfer of Wealth
  • Trust Formation
  • Asset Protection Stategies
  • Values Based Design
  • Charitable Giving
  • Special Care
  • Family Education
  • Advance Medical/Health Care Directives
  • Terms Unique to Every Family


Observations and Updates from CCA

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more


Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more


Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more


Market Update

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more