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...

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

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...

Residents of community property states have tax benefits that we, residents of Tennessee, lack. One of these benefits is that when one...

It is a huge relief to draft an estate plan that avoids probate and distributes your assets to loved ones and other beneficiaries. But...

A trust can help protect your assets and assure that your estate is appropriately distributed to your family members. After you decide to...

Your estate is an important legacy you can leave behind for your children. Because of the inheritance they will receive when you’re gone,...

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...

A trust provides you with enhanced control and protection over your hard-earned assets. Notably, a trust can protect your assets from...

The Tennessee probate process governs asset administration following an individual’s death. A common probate scenario spotlights...

It’s typical for most people to update their will every three to five years. However, some situations should kickstart this process....

The relevant details surrounding an existing bank account are likely to be pretty clear when it comes time to administer a given estate....

Receiving an inheritance can be a great gift for anyone. It could be a sizable sum, a meaningful gesture or a significant responsibility...

Disinheriting someone in a will can seem like a painful slight; a way to hurt someone or reinforce the message that there was no...

The probate process can put family members at odds with each other. Often, families fight over property, how to interpret a decedent’s...

Administering a trust is a major responsibility. Whether the party in this role is an individual or an institution, it is crucial that...

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...