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Estate Planning Conversations with Parents

  Рет қаралды 553

Cook Wealth

Cook Wealth

Күн бұрын

When should you have the hard money conversations around estate planning with your parents? Learn that and more in our latest podcast episode - • Why Does Talking About...
At Cook Wealth, our expert team of financial advisors offer more than just financial planning, tax advising, and wealth management. We help you live life empowered.
We know you want to enjoy life, to feel supported at every turn and equipped to make smart decisions, to know your trusted advisor is always just one phone call away. We understand- that peace of mind is invaluable.
Every day we help clients just like you make the best decisions now, plan for tomorrow, and build a legacy that lasts for decades to come. Because life isn’t just about money, it’s about the special moments we savor along the way.
To demystify your money, simplify your financial plan, and start making progress towards your biggest goals, contact Cook Wealth today.
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Cook Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Пікірлер: 3
@Lass4606
@Lass4606 4 ай бұрын
Fact: everyone dies. It is such an unselfish act to prepare documents that state your decisions for after you’re gone. Decisions will have to be made and no one can say “what did they want” or worse “ they wanted this or that.” No guessing. Just directions. It’s a beautiful gift to help your family.
@cookwealth
@cookwealth 4 ай бұрын
We agree!
@gr8dvd
@gr8dvd 3 ай бұрын
"unselfish act to prepare" = selfish to NOT prepare, or perhaps (like me) a horrible procrastinator. There’s therapists who are trained in death prep & can help.
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