Managing Your Wealth: Insights on Financial Planning – EP. 56 – Life’s Third Act

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This week, John Ensley, financial planner and founder of J-Ensley Financial in Vancouver, Washington, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the importance of managing your wealth through financial planning.

Mr. Ensley launched J-Ensley Financial in 2012 with a passion to help others find a better way to navigate financial planning. Together our hosts and Mr. Ensley discuss his background, the uncertainty of the current economy, the importance of saving, and more. It’s time to take your financial future into your own hands.

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

New Year’s Intentions – EP. 55 – Life’s Third Act

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Gail Zugerman, the host of Growing Older With Gusto, joins us this week! Attorney-CPA Joe Cordell and co-host Jill Enders sit down with Ms. Zugerman to discuss why staying positive should be on your New Year’s Resolution list.

With so much going on in the world, it can be tough to always see the bright side. Ms. Zugerman shares her advice to seniors on how to stay positive during 2023. Together, our hosts and guest dive into how stimulating your mind, focusing on your health, and overcoming some obstacles you may face as a senior can help to maintain your positive attitude within the New Year.

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

Senior Scam Statistics of 2022: Is Elder Scam on the Rise in the New Year? –EP. 54– Life’s Third Act

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It’s no secret that senior citizens are one of the most targeted groups for scams, identity theft, and fraud. Don O’Brien, an investigator with the Better Business Bureau, joins Attorney-CPA Joe Cordell and co-host Jill Enders this week to discuss the top senior scams of 2022 and what to watch out for in the new year.

The National Council on Aging says up to five million older Americans are abused yearly, and the annual loss by victims of financial abuse is estimated to be at least $36.5 billion. Mr. O’Brien elaborates on the most common scams that were seen in 2022, how seniors can better educate themselves, and what family, friends, or caregivers can do to help protect seniors from fraud. Falling victim to a scam not only leads to financial loss, but also negative physical and mental implications. It’s time to go into the new year aware of these fraudsters and their schemes so that you don’t fall victim.

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

Protecting Your Assets From Your Spendthrift Children – EP. 53 – Life’s Third Act

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A difficult question that is on the mind of many parents who have an estate plan in place is, “How can I prevent my child(ren) from wasting their inheritance?” TuckerAllen estate planning attorney, Nina Windsor, is joining Attorney-CPA Joe Cordell and co-host Jill Enders this week to answer this very question.

When thinking of the future of your assets, your concern may come from your child’s reckless overspending, or your worries could be rooted in your child’s history of substance abuse or destructive relationships. Ms. Windsor details the best way to approach this situation when it comes to your estate plan. She explains how often she encounters this issue, what is considered an “irresponsible” adult child, and the types of trusts you can set up to protect your child from themselves.

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