Estate Planning
Articles and resources related to Estate Planning.
Just Do Something
October 18, 2023
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.
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.
When Is It Time to Update Your Estate Plan?
November 2, 2021
Proposed tax changes could change how individuals spend assets and structure estate plans.
Have You Considered the Future of Your Family Cabin?
July 22, 2021
Strategies for transferring the ownership of your cabin.
A Family Meeting: One of the Best Things You Can Do for Your Family in the New Year
January 15, 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Considerations When Selecting a Trustee
July 30, 2020
One of the most consequential decisions in estate planning is who to name as trustee.
How the SECURE Act Impacts Estate Planning
June 18, 2020
The SECURE Act includes key provisions that make it prudent to review existing estate documents.
How the SECURE Act Could Impact You
February 24, 2020
Now is an ideal time to revisit retirement and wealth distribution plans.
New Laws Impact Estate Plans
November 5, 2019
Estate laws continually change, making it important to review your estate plan periodically.
CCM's Estate Planning Platform Grows with Dan Edwards
October 30, 2018
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.