In her book, Before All Is Said and Done, Pat Miles urges us to "just do something!" Here are suggestions for getting started and how CCM can support you in ensuring your goals, legacy, and final desires are accomplished.
Tips for distributing tangible personal property fairly.
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Proposed tax changes could change how individuals spend assets and structure estate plans.
Strategies for transferring the ownership of your cabin.
An effective family meeting can become a family bonding experience that pays dividends for many years.
One of the most consequential decisions in estate planning is who to name as trustee.
The SECURE Act includes key provisions that make it prudent to review existing estate documents.
Estate laws continually change, making it important to review your estate plan periodically.
Estate planning is one of the key components of wealth management. Here are five topics for annual review.