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

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


Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more


Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more