New Year, New Estate Plan – EP. 52 – Life’s Third Act

/in , /by

Subscribe: RSS

2023 is almost upon us, do you have your resolutions set yet? Tune in this week as TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the need for an estate plan in the new year.

Ms. Windsor touches upon the topics of what getting an estate plan set up looks like, why estate plans are often procrastinated, and what kinds of planning you can have listed in your plan. She also explains multiple terms including, “funding the estate” and “pour-over will” along with discussing when you need to update your estate plan once it’s set in place.

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

The Secret to Making the Most Out of Traveling During Retirement – EP. 51 – Life’s Third Act

/in , /by

Subscribe: RSS

Chris Klesh, travel coach and president of Lifetime Leisure Experiences, sits down with Attorney-CPA Joe Cordell and co-host Jill Enders to discuss how he became a master of traveling in luxury for pennies on the dollar.

Since 2002, he’s guided hundreds of families around the world to travel in luxury on a budget. Mr. Klesh tells us how his passion for travel led him to become a travel coach and ultimately launch Lifetime Leisure Experiences, answers questions surrounding safety tips for travel, remarks on the three best ways to cut travel costs right now, and more.

If you are interested in learning more, contact Chris Klesh directly at 561-386-2986 or schedule an appointment with him at www.coachchrisspeaks.com and mention the podcast to receive a free phone consultation.

Reach out to lifetimeleisure@bellsouth.net and mention the podcast for a free e-book containing 99 travel tips.

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

Feeling Fit in the New Year – EP. 50 – Life’s Third Act

/in , /by

Subscribe: RSS

This week on Life’s Third Act, Susan Pellegrino joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the one resolution we all set, getting fit in the New Year.

Ms. Pellegrino dives into what it’s like being an aerobics instructor and how she helps seniors get fit. She touches on why it’s important to make your health a top priority as you get older, what benefits aerobics provides the body, and how to realistically set a goal to better yourself in the New Year.

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

What to Consider When Estate Planning for Special Needs Children – EP. 49 – Life’s Third Act

/in , /by

Subscribe: RSS

TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to explore the topic of how to estate plan for adult children with special needs.

All parents have certain considerations when crafting their estate plans. However, estate planning becomes even more complex and important when mental illness or disability impairs their child’s ability to care for themselves. Ms. Windsor discusses special needs trusts, who oversees the trust, and the difference between guardianship vs. conservatorship. She also takes a deep dive into the MO Able program which helps to provide financial independence and empowerment for individuals with disabilities.

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

The Grey Divorce: What is it and Why Should it Matter? – EP. 48 – Life’s Third Act

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders sit down this week to discuss the rising rate of older adults, typically from long-lasting marriages, getting divorced, coined the Grey Divorce.

Mr. Cordell discusses his experiences with the phenomenon of the Grey Divorce. He touches on topics such as typical reasons for divorce among senior clients, how he approaches the cases, and how often he runs into these cases. He also shares how senior clients are financially impacted and the typical outcomes he sees in senior divorce cases.

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