TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s important to make sure you cover all of your bases while going through a divorce. Some of the topics covered include changing your estate plan before the divorce is finalized, whether a new estate plan will need to be created after a property settlement in the event of a divorce, what happens if a client passes away in the middle of a divorce, and more.

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

Jill Enders welcomes David A. Smith back to the show. The author and longtime senior living expert, who co-founded Gatesworth Communities in St. Louis joins our hosts to take a deep dive into his book, “It’s About Time!” Growing up Mr. Smith knew he always wanted to do something “heroic” with his life. In this episode, our hosts sit down with the author of “It’s About Time!” to discuss the inspiration behind his book, elaborate on case studies he ran, and speak about how his book has impacted those in the senior living industry. Mr. Smith also ruminates on the journey that led him to where he is in the senior living industry today. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how often this type of request is made. She also breaks down what needs to be considered when including pets in an estate plan. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis.

Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business.

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

Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan.

Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive estate plan. Mr. Cordell and Ms. Albers discuss the various aspects of estate planning that can help ensure you and your loved ones are protected well into the future.

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

Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more.

Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax threshold in coming years, how declining population and globalization is likely to contribute to prolonged inflation, how to abstract the most beneficial yield from your assets for your loved ones, 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 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 cult.

Mr. Cordell uses the story to illustrate the importance of responsible estate planning. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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 and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor for the conclusion of their conversation about common mistakes people make regarding estate planning.

In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, she explains why it is a mistake to verbally communicate something to your family that is different than your estate plan, the consequences of utilizing an online legal service rather than an estate planning attorney, 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 and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning.

Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming just one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based on the guardian’s financial position without practical considerations, avoiding your preferences on organ donation or designating burial or cremation because you don’t want to think about it, verbally communicating something to your family that is different from what is in your estate plan, using an online legal service rather than an estate planning attorney, and more.

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