Life's Third Act

Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts […]

Join us this week on Life’s Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed. You may be asking, “Do I need a trust?” […]

Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once. Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the […]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis.

Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, feedback he’s gotten regarding his book, his upcoming film project, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell discusses the impact inflation has recently had on the United States economy and where things could potentially go from here.

Mr. Cordell explains many of the dilemmas individuals are facing due to the rising cost of living caused by inflation. He discusses the factors that have led to inflation in the economy, what the Fed has done to combat the issue so far and what it might do in the future, cultural spending norms that can cause inflation to be worse in some countries, the psychological dimension to inflation, why it is wise to plan for retirement as if you are going to live to be 100, the current state of the real estate market and whether or not it is a smart investment, stocks to avoid while inflation is high, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/

Call: 314-335-1100

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year.

Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on by the ongoing pandemic, important documents and information to share with an estate planning attorney, why it is necessary to meet with an attorney without family or friends present, the purpose of a medical power of attorney, what to keep in mind when choosing someone to serve as power of attorney, the benefits of having a trust over a will, the challenges of probate, how often you should review an estate plan, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/

Call: 314-335-1100

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, President and CEO of St. Andrew’s Resources for Seniors System.  Ms. Ryan has been with St. Andrew’s for 37 years, serving as President and CEO for 30 years. She is nationally known for her expertise and innovation in senior housing and services. […]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions For Senior Living, to discuss how families can find senior living facilities for their loved ones.  The Balleaus give an overview of their company and discuss how their own situation motivated them to start Transitions For Senior Living, […]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He’s also the host of the “Ready for Retirement” podcast.  Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his […]

Jill Enders is joined by Ken Roberts, Army veteran and entertainer, to discuss his love of music and providing entertainment for the senior community.  Mr. Roberts currently performs at independent and assisted living facilities as well as church gatherings, fairs, fundraisers, class reunions, birthday parties, anniversary parties, and wedding receptions. He talks about his lifelong […]