Here at Cook Tillman, we understand just how daunting the world of estate planning can feel to those first navigating it. We also know that our financial advisors need a fully capable firm they can entrust their clients to, one that won’t have them worrying about communication or timeliness. For us, our goal is to serve both our clients and the financial advisors who refer them. That’s why we’ve honed our process so that both parties can enjoy a seamless, stress-free experien

When it comes to estate planning, one of the most important decisions you'll make is determining how to manage and distribute your assets after you pass away. Two of the most common tools used in estate planning are a will and a trust. Both outline your wishes for asset distribution, but they work differently. Understanding the difference can help you choose the best option for your family. The Key Differences Between a Will and a Trust While both a will and a trust are used

One of the most important aspects of ensuring that loved ones are protected and financial affairs are handled according to your wishes is having a comprehensive estate plan in place. A comprehensive estate plan is more than just a will. It encompasses several critical documents, including wills, trusts, powers of attorney, and advanced directives. These documents work together to provide a safety net for your loved ones and ensure your wishes are honored, no matter what the

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...

A business succession plan is a critical tool for securing long-term business success, defining how ownership and management will...

In an uncertain world, children who have reached the age of majority and, as a result, are legally independent from their parents still...

Financial planners provide clients with methods for protecting their assets, blueprints for achieving financial goals, and contact with...

As a financial planner, you work diligently to help your clients reach their financial goals. Estate planning is the final piece in...

Estate planning can be daunting for clients, often resulting in a reluctance to create a proper estate plan. Financial planners can help...

One of our primary focuses at Cook Tillman Law is helping financial planners create suitable estate plans for their clients by educating...

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

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...

Financial planners are uniquely responsible for understanding a family’s finances and relational dynamics. One of the foremost influences...

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...

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...

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...

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...

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...