by Jason Deshayes | Aug 2, 2023 | Estate Planning
As a successful business owner, you have a never-ending list of decisions to make. Unfortunately, one of the most impactful business decisions you’ll ever make is often one of the last ones business owners tend to consider: How you’ll retire from ownership and protect... 
by Dave McDougall | Aug 1, 2023 | Estate Planning
At first glance, estate planning can seem like a long, complex, drawn-out process full of daunting decisions. And when you’re happy, healthy, and looking forward to the years to come, your end-of-life plan is probably the last thing you want to talk about with your... 
by Mike Holloway | Apr 16, 2023 | Estate Planning
What comes to mind when you think about the kinds of people who should be estate planning? Let us guess… The ultra-wealthy? The ones who have millions and millions of dollars in trusts, real estate, and investments? What if we were to tell you that any family can... 
by Jason Deshayes | Nov 12, 2021 | Estate Planning
Talking to your adult children about your estate plan and the state of your finances can be challenging. Especially so for parents who will unevenly distribute their wealth. Some parents feel embarrassed by what they have—or don’t have. Others are afraid to share... 
by Robby Scholes | Oct 21, 2021 | Estate Planning
ith Bitcoin and other crypto assets emerging as a popular new digital asset class, here at Cook Wealth, we have a few cautions and concerns for our crypto-owning clients. We know it can be uncomfortable to consider the implications of estate planning, especially if... 
by Jason Deshayes | Jun 17, 2021 | Estate Planning
While the pandemic has caused more — and younger — Americans to create last wills, a 2020 study shows that over the last three years, 25% fewer Americans have certified estate planning documents in place. When you delay estate planning, you are not setting...