Estate Planning Mistakes: Part I – EP. 35 – 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 some of the most common mistakes people make when putting together an estate plan.

Ms. Windsor discusses 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 only one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based only on their financial position, avoiding preferences on organ donation or designating burial or cremation, verbally communicating something to family that differs from your estate plan, utilizing online legal services rather than an attorney, and more.

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

Tips for Transitioning to a Retirement Community – EP. 34 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis.

Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trends in leasing, top reasons seniors resist leaving their home, advice for seniors fearful about moving to a retirement community, most common fears of seniors who are widowed, the role a senior’s family plays in the process, feedback he’s gotten from seniors who made the transition, average cost of living in a retirement community, and more.

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

Embracing the Golden Years – EP. 33 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto.

Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, whether she believes attitude regarding aging are evolving, the differences in how men and women view aging, and more.

Listen and subscribe to Growing Old With Gusto: https://growingolderwithgusto.com/

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

Aging With a Positive Attitude – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook.

Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point in his life, his PSYCH-K method, myths about retirement, the difference a spirit of gratitude can make in one’s life, most common fears about growing old, advice for seniors with a negative life outlook, and more.

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

Selling and Maintaining Your Home – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty.

Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is to an investor, circumstances for selling as-is, tips for selling a home, why he recommends home warranties, where seniors can find credible home warranties and what they typically cover, other resources for seniors who can’t afford a home warranty or repairs, and more.

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