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

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


Market Update

It has been an interesting year so far, to say the least. We are only a few weeks into 2018 and the markets are experiencing remarkable volatilit... read more


New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more


Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more