Dealing With a Trustee Who Doesn’t Fulfill Fiduciary Duties – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss how to respond when forced to deal with a trustee who fails to fulfill their fiduciary duties.

Ms. Windsor reviews the differences between an Agent under Power of Attorney and a trustee who is acting while someone is incapacitated, the obligations of a trustee to the heirs, the information beneficiaries are entitled to and whether a trustee can get in trouble for refusing to share information about the trust or financial statements, whether a trustee can gift funds to themselves, whether it is possible to remove a trustee because of a lack of trust, legal actions beneficiaries can take against trustees and whether those legal fees can be reimbursed, and more.

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

Financial Planning During Inflation – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation.

Mr. Stehl and Mr. Hutchinson discusses the history of Goelzer Investment Management, Mr. Stehl’s role with the company and his reaction to being selected for the position, when they expect inflation to peak, how current inflation compares to inflation of the 1970s, the challenges of investing during an unstable economy, whether seniors should postpone retirement until the economy settles down, their expectations of the stock market for the remainder of the year, their thoughts on investing in cryptocurrency, how Goelzer’s institutional business can help non-profit organizations in the St. Louis area, 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

Financial Planning for Clients of Family Owned Businesses – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses.

Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating a plan for these types of clients, the challenges involved with family dynamics, types of businesses of his clients, what happens when a client’s children do not want to take over the family business, challenges he encountered during the pandemic, why he calls his firm a “lifestyle business” 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

Avoiding Warm Weather Scams – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigations Manager with the Better Business Bureau, to review common warm weather scams to avoid during the spring and summer season.

Mr. O’Brien discusses landscaping scams, scams related to storm chasing, tips for avoiding warm weather scams, how family members can help protect their older relatives from scams, the challenges of recouping money after a scam, tips for hiring a trustworthy contractor or lawncare service, moving scams, 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