Estate Planning for Your Pets – EP. 43 – 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 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.

What Are Prepaid Funeral Plans and How Do They Work? – EP. 42 – Life’s Third Act

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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.

Why Plan? The Benefits of a Comprehensive Estate Plan: Part II – EP. 41 – Life’s Third Act

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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.

Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act

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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.