Money and Independence
December 8, 2022
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
What Do Women Want in a Financial Advisor?
October 17, 2022
Data shows that women feel less confident about investing than men. Our financial advisors are here to support ALL clients in their financial journey.
Dividing Tangible Personal Property in an Estate
April 21, 2022
Tips for distributing tangible personal property fairly.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Meet Selene Serkland
March 23, 2021
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
Considerations When Selecting a Trustee
July 30, 2020
One of the most consequential decisions in estate planning is who to name as trustee.
Have You Considered a Family Meeting?
July 18, 2019
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
Retirement Planning: Reflecting on the Journey
July 23, 2018
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.
Credit Shelter Trusts: A Trust for the Benefit of a Surviving Spouse
May 15, 2014
A credit shelter trust is an irrevocable trust established for benefit of a surviving spouse. Some questions and answers.