SERVICES

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

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Observations and Updates from CCA
Jan
18

Portfolio Update

We hope your 2019 is off to a great start! We wanted to give you all an update on the equities in your accounts. As you know, we sold all equ... read more

Dec
21

Portfolio Update

Our 10/50 indicator has crossed and confirmed negative today.

As we mentioned in our Market Update on Dec 7th... read more

Dec
7

Market Update

The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more

Oct
25

Market Update

October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more

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