Articles and resources related to Estate Planning.
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.
Now is an ideal time to revisit retirement and wealth distribution plans.
Estate laws continually change, making it important to review your estate plan periodically.
52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.
Estate planning is one of the key components of wealth management. Here are five topics for annual review.
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.