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Revisit Your Financial & Estate Planning Goals For This Year
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...
Jan 31
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Navigating Business Succession Planning: Estate Planning Essentials for Advisors
A business succession plan is a critical tool for securing long-term business success, defining how ownership and management will...
Jan 22
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The Importance of Powers of Attorney for Young Adults
In an uncertain world, children who have reached the age of majority and, as a result, are legally independent from their parents still...
Nov 21, 2024
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Tips for Financial Planners: Preparing Clients To Meet With An Estate Planning Lawyer
Financial planners provide clients with methods for protecting their assets, blueprints for achieving financial goals, and contact with...
Sep 10, 2024
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Elevating Financial Planning Services Through Comprehensive Estate Planning
As a financial planner, you work diligently to help your clients reach their financial goals. Estate planning is the final piece in...
Aug 13, 2024
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Estate Planning Pitfalls to Avoid: Tips for Financial Planners and Their Clients
Estate planning can be daunting for clients, often resulting in a reluctance to create a proper estate plan. Financial planners can help...
Aug 5, 2024
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How Charitable Giving Can Enhance Estate Planning: Advice for Financial Planners
One of our primary focuses at Cook Tillman Law is helping financial planners create suitable estate plans for their clients by educating...
May 28, 2024
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The Role of Life Insurance in Estate Planning: Strategies for Financial Planners
At Cook Tillman, we’re eager to help financial planners learn estate planning strategies they can implement when serving clients. In...
Apr 29, 2024
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Maximizing Estate Tax Efficiency: A Guide for Financial Planners on Estate Planning For High-Net-Worth Families
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...
Apr 18, 2024
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What Financial Planners Should Know About Estate Planning For Blended Families
Financial planners are uniquely responsible for understanding a family’s finances and relational dynamics. One of the foremost influences...
Mar 7, 2024
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Understanding Trusts: A Comprehensive Guide For Financial Planners
Financial planning involves careful consideration of your client's finances, staying in conversation with them as their needs and goals...
Feb 5, 2024
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Key Considerations For Financial Planners When Advising Clients On Estate Planning
As a financial planner, you know that protecting a client’s wealth through proper estate planning is critical to any financial plan....
Feb 1, 2024
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The Impact of Proper Estate Planning On Wealth Management Strategies
There are many reasons people may avoid estate planning. At Cook Tillman, we understand that information can be a difference maker that...
Dec 12, 2023
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Is there an estate tax or death tax in Tennessee?
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...
Aug 9, 2022
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Most people don’t have an estate plan
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...
Aug 2, 2022
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Should a letter of intent be part of your estate plan?
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...
Jul 14, 2022
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How a special needs trust can protect your family
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...
Jun 27, 2022
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Are adults in Tennessee at risk of involuntary guardianships?
Guardianship is an important form of legal protection for those with medical or age-related issues, but it seems to only make the news...
Jun 24, 2022
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How to protect your deceased loved one’s identity from theft
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...
Jun 21, 2022
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Factors to consider if family is part of your succession planÂ
You’re approaching retirement, which means it’s time to step away from the family business. You have a succession plan in place, which...
Jun 1, 2022
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