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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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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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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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How can I benefit from a community property trust?
Residents of community property states have tax benefits that we, residents of Tennessee, lack. One of these benefits is that when one...
Mar 9, 2022
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How can a beneficiary-controlled trust protect my legacy?
It is a huge relief to draft an estate plan that avoids probate and distributes your assets to loved ones and other beneficiaries. But...
Feb 1, 2022
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Selecting a trustee for your trust
A trust can help protect your assets and assure that your estate is appropriately distributed to your family members. After you decide to...
Aug 2, 2021
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Is a spendthrift trust right for your beneficiaries?
Your estate is an important legacy you can leave behind for your children. Because of the inheritance they will receive when you’re gone,...
May 11, 2020
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Two key differences between an irrevocable and revocable trust
You can use a number of estate planning tools to achieve all sorts of goals. Some help to shield assets from creditors while others can...
Feb 2, 2020
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What to consider when choosing a trustee
A trust provides you with enhanced control and protection over your hard-earned assets. Notably, a trust can protect your assets from...
Jul 25, 2019
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Probate litigation can be spurred by many, diverse factors
The Tennessee probate process governs asset administration following an individual’s death. A common probate scenario spotlights...
Jul 25, 2019
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New family member? Time to update your will.
It’s typical for most people to update their will every three to five years. However, some situations should kickstart this process....
Jun 18, 2019
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Singular estate planning focus: distinct personal property
The relevant details surrounding an existing bank account are likely to be pretty clear when it comes time to administer a given estate....
May 1, 2019
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When do beneficiaries get their inheritance or property?
Receiving an inheritance can be a great gift for anyone. It could be a sizable sum, a meaningful gesture or a significant responsibility...
Jan 23, 2019
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Disinheritance: Is it always dramatic?
Disinheriting someone in a will can seem like a painful slight; a way to hurt someone or reinforce the message that there was no...
Oct 2, 2018
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Preventing family feuds during probate with a solid estate plan
The probate process can put family members at odds with each other. Often, families fight over property, how to interpret a decedent’s...
Sep 26, 2018
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Troubles arise when a trustee is distrustful
Administering a trust is a major responsibility. Whether the party in this role is an individual or an institution, it is crucial that...
Sep 5, 2018
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What happens when someone passes away without a will?
Creating a will is something every adult should do, though many have not done it. Often, people put it off because it’s uncomfortable or...
Aug 28, 2018
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