Skip to content

Planning Your Estate

Financial Guides



Financial Guides
Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked Questions
Living Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions


Financial Calculators



Financial Calculators
Estate Planning Calculator


Services



Services
Our Estate Planning Service


We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Brooks Cook and Associates, LLC 2021