With the season of goal setting and resolutions upon us, financial planning is top-of-mind for many. Though it’s always good to have an...

A business succession plan is a critical tool for securing long-term business success, defining how ownership and management will...

In an uncertain world, children who have reached the age of majority and, as a result, are legally independent from their parents still...

Financial planners provide clients with methods for protecting their assets, blueprints for achieving financial goals, and contact with...

As a financial planner, you work diligently to help your clients reach their financial goals. Estate planning is the final piece in...

Estate planning can be daunting for clients, often resulting in a reluctance to create a proper estate plan. Financial planners can help...

One of our primary focuses at Cook Tillman Law is helping financial planners create suitable estate plans for their clients by educating...

At Cook Tillman, we’re eager to help financial planners learn estate planning strategies they can implement when serving clients. In...

Different estate taxes will come into play when managing finances for a high-net-worth family. It’s essential to be well-versed in how...

Financial planners are uniquely responsible for understanding a family’s finances and relational dynamics. One of the foremost influences...

Financial planning involves careful consideration of your client's finances, staying in conversation with them as their needs and goals...

As a financial planner, you know that protecting a client’s wealth through proper estate planning is critical to any financial plan....

There are many reasons people may avoid estate planning. At Cook Tillman, we understand that information can be a difference maker that...

As you begin planning your estate, you will need to consider not just who you trust to provide support for your loved ones and who should...

Did you know that most adults in this country do not have an estate plan? It should be a high priority since everyone will eventually...

You are probably familiar with the basic documents that comprise an estate plan. But you may not have heard of a letter of intent or know...

The beauty of trusts is that you can tailor them to suit your needs. For example, if you have a loved one with special needs, you can...

Identity thieves know no shame, even when they have to rob the dead to get what they want. It’s estimated that thieves purposefully steal...

You’re approaching retirement, which means it’s time to step away from the family business. You have a succession plan in place, which...