Tips for Financial Planners: Preparing Clients To Meet With An Estate Planning Lawyer
Financial planners provide clients with methods for protecting their assets, blueprints for achieving financial goals, and contact with...
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Aug 12
Elevating Financial Planning Services Through Comprehensive Estate Planning
As a financial planner, you work diligently to help your clients reach their financial goals. Estate planning is the final piece in...
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Aug 4
Estate Planning Pitfalls to Avoid: Tips for Financial Planners and Their Clients
Estate planning can be daunting for clients, often resulting in a reluctance to create a proper estate plan. Financial planners can help...
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May 27
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 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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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 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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Mar 24, 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...
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Mar 17, 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...
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