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...
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- Apr 29
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...
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- Apr 18
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...
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- Mar 7
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...
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- Feb 5
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...
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- Feb 1
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....
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- Dec 12, 2023
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...
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- Aug 9, 2022
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...
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- Aug 2, 2022
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...
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- Jul 14, 2022
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...
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- Jun 27, 2022
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...
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- Jun 24, 2022
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...
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- Jun 21, 2022
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...
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- Jun 1, 2022
Factors to consider if family is part of your succession plan
You’re approaching retirement, which means it’s time to step away from the family business. You have a succession plan in place, which...
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- May 25, 2022
Who should be an executor?
Now that you have begun creating an estate plan, careful thought and attention must be given to appointing an executor. Although your...
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- May 10, 2022
Protect yourself from undue influence when writing your will
Writing your will is a complex process, and not just for the wealthy. You want to be sure that every detail is handled correctly and...
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- May 5, 2022
Tips to help you avoid probate
After you die, your estate will go through the Tennessee courts in a process called probate. This is when the court oversees the...
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- Apr 8, 2022
Questions all business owners should ask themselves as they age
For many small business owners, their business is more than just a job; it is a full-time commitment that goes beyond business hours. It...
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- Apr 5, 2022
How do I choose a guardian for my child?
How do I choose a guardian for my child? The birth of a baby changes pretty just about everything. If you are a new parent, one of the...
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- Mar 25, 2022
What not to put in your will
Anyone of sound mind can create their own will fairly easily. To make a legally binding will in Tennessee, you must put your wishes in...
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