Ms. Senior Missouri Pageant – Life’s Third Act

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Podcast host Jill Enders is joined by Carolyn Schlueter, the reigning Ms. Senior Missouri, and Susan Pellegrino, Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. 

Ms. Schlueter discusses her reign as Ms. Senior Missouri and the opportunities she’s received because of it, what she will miss most about the pageant and her plans for when her reign ends, her friendship with Ms. Pellegrino, the upcoming pageant, 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

Revocable Trusts – What You Should Know – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about the most essential things to know about revocable trusts.

Ms. Windsor discusses how to take inventory of assets; the differences between a will, revocable trust, and irrevocable trust; the factors that determine which of the three is a good fit for a client; the benefits of a revocable trust compared to an irrevocable trust; the disadvantages of revocable and irrevocable trusts; how she advises clients when choosing a trustee; the pros and cons of using a financial institution as a trustee; whether an attorney who creates the trust can serve as trustee; how to decide whether to set up lifetime or sub-trusts for the beneficiaries of a revocable trust vs. outright distributions; whether assets in a revocable trust are vulnerable if a person is being sued; whether a revocable trust can be legally challenged after a person’s death; whether it is possible to name a charity as a beneficiary to a trust and whether there is a tax advantage for the grantor; the celebrity estate planning mishaps of Robin Williams and Phillip Seymour Hoffman; 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

Key Points of Estate Planning – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about key points of estate planning to consider when planning for life’s final chapter. 

Ms. Windsor discusses how to take inventory of your assets; the differences between a will, revocable trust, and irrevocable trust and how she determines which of the three is a good fit for a client; how a durable financial power of attorney and limited power of attorney work; the tax requirements of revocable and irrevocable trusts and why a revocable trust provides a degree of flexibility and customization for grantors; whether the grantor of a revocable trust can avoid taxes; whether a charity can be listed as a beneficiary to a trust and whether that provides any tax benefit; whether beneficiaries of trusts pay taxes on inheritances; the difference between a charitable lead trust and a charitable remainder trust; the purpose of a medical power of attorney; 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

Ruminating on Geoeconomics and Geopolitical Events – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders discuss recent events that have impacted the global economy and how they relate to your day-to-day life.

They dive into the conflict between Russia and Ukraine and its impact on the worldwide economy, inflationary trends and potential ways to counter them, the detrimental impact globalization has had on the economy, changing demographics, how to invest in the current economic climate, 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