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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


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


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


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
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
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
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
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
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...
May 25, 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...
May 10, 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...
May 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...
Apr 5, 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...
Mar 25, 2022
Are all older adults at risk of conservatorship as they age?
Some people are not in a position to make the best decisions for themselves. Children typically don’t understand the difference between...
Mar 24, 2022
What are the 3 key areas of estate planning?
Estate planning can seem a daunting prospect. As with any complex thing, breaking it down will help it seem less so. There are three...
Mar 17, 2022
Who will care for your underage child if you pass away?
Your estate plan is an important way to provide for your loved ones and give yourself peace of mind. When your child is under the age of...
Mar 9, 2022
3 reasons you might need to update your estate plan
It can take a lot of motivation to make your first estate plan. Yet, once you have managed that, it is far from over. An estate plan is...
Mar 9, 2022
Do family members make the best executors?
Planning what happens to your estate in the event of your death can be a daunting prospect. Often, individuals choose to delay the matter...
Mar 8, 2022
Will taxes impact your estate?
When creating an estate plan, you may have a variety of concerns to address. You may want to provide for your family, protect your...
Mar 8, 2022
An advance directive should be part of your estate plan
Your estate plan is there to protect you and your beneficiaries. An advance directive is a document that gives your loved ones and health...
Mar 8, 2022
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